TRUMIX ADVISORS
Total AUM
$169.9M
Employees
6Clients
171Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3800 AMERICAN BOULEVARD WEST
SUITE 350
BLOOMINGTON
MN 55431
United States
SUITE 350
BLOOMINGTON
MN 55431
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
952-222-8286
Financials
Total AUM
$169.9M
Accounts
714Discretionary
$169.7M
Accounts
709Non-Discretionary
$263.7K
Accounts
5
Clients
Individual Clients
120AUM
$41.8M
HNW Individual Clients
50AUM
$126.5M
Charitable Organization Clients
1AUM
$1.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MNTNTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.