INTRUA ADVISORY GROUP LLC
Total AUM
$168.5M
Employees
10Clients
699Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3737 BUFFALO SPEEDWAY
SUITE 400
HOUSTON
TX 77098
United States
SUITE 400
HOUSTON
TX 77098
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
713-355-9910
Other Offices
3
Financials
Total AUM
$168.5M
Accounts
982Discretionary
$168.3M
Accounts
976Non-Discretionary
$237.4K
Accounts
6
Clients
Individual Clients
659AUM
$102.4M
HNW Individual Clients
34AUM
$64.3M
Pension/Profit Sharing Plan Clients
5AUM
$513.3K
Charitable Organization Clients
1AUM
$1.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARFLLANJTX
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.