1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

Map pinRENSSELAER, NY
Phone518-431-7600
NotebookSEC #801-67370
Total AUM
$5.1B
Employees
11
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE EMPIRE DRIVE
RENSSELAER
NY 12144
United States
Operating Hours
8:30 AM TO 5:00PM
Monday - Friday
Phone
518-431-7600

ReceiptFinancials

Total AUM
$5.1B
Accounts
96
Discretionary
$60.1M
Accounts
6
Non-Discretionary
$5B
Accounts
90

ContactClients

View more in analytics →

Pension/Profit Sharing Plan Clients
48
AUM
$5.1B
Corporation or Business Clients
1
AUM
$6.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CTNJNYPA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account