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Building 2TRUVESTMENTS CAPITAL LLC

Map pinBRADENTON, FL
Phone941-753-3814
NotebookSEC #801-69863
Total AUM
$122.5M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5391 LAKEWOOD RANCH BLVD N
SUITE #303
BRADENTON
FL 34240
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
APPOINTMENT ONLY
Phone
941-753-3814
Other Offices
1

ReceiptFinancials

Total AUM
$122.5M
Accounts
247
Discretionary
$108M
Accounts
214
Non-Discretionary
$14.5M
Accounts
33

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISER
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHOHTX

HandshakeAffiliates

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

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