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Building 2TRUMBOWER FINANCIAL ADVISORS LLC

Map pinBETHESDA, MD
Phone301-215-8340
NotebookSEC #801-51817
Total AUM
$2B
Employees
11
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 BETHESDA METRO CENTER
STE 340
BETHESDA
MD 20814-5330
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
301-215-8340

ReceiptFinancials

Total AUM
$2B
Accounts
964
Discretionary
$329.7M
Accounts
15
Non-Discretionary
$1.7B
Accounts
949

ContactClients

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Individual Clients
87
AUM
$34.1M
HNW Individual Clients
159
AUM
$1.9B
Charitable Organization Clients
1
AUM
$3.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADCFLLAMAMDNHNJNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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