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Building 2TRUEROCK ASSET MANAGEMENT, LLC

Map pinINDIANAPOLIS, IN
Phone317-633-1723
NotebookSEC #801-114852
Total AUM
$279.8M
Employees
7
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 WEST 96TH STREET
INDIANAPOLIS
IN 46260
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
317-633-1723

ReceiptFinancials

Total AUM
$279.8M
Accounts
406
Discretionary
$279.8M
Accounts
406
Non-Discretionary
$0
Accounts
0

ContactClients

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Other Clients
244
AUM
$279.8M
Description of Other Clients
PER CUSTODIAL DATA/ORION

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
IN

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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