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Building 2TRUMAN WEALTH ADVISORS

Map pinCOLUMBIA, MO
Phone573-540-4788
NotebookSEC #801-132042
Total AUM
$106M
Employees
3
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 N. COLLEGE AVENUE
SUITE 201
COLUMBIA
MO 65201
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
573-540-4788
Other Offices
2

ReceiptFinancials

Total AUM
$106M
Accounts
424
Discretionary
$103.4M
Accounts
420
Non-Discretionary
$2.6M
Accounts
4

ContactClients

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Individual Clients
74
AUM
$54.5M
HNW Individual Clients
22
AUM
$38.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Charitable Organization Clients
1
AUM
$10.7M
Corporation or Business Clients
1
AUM
$36.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMNMOTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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