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TRUTORO
2201 Washington Avenue
Suite 2
Conway, Arkansas 72032
Tel: 501-358-6131
About TRUTORO
TRUTORO, formally registered with the SEC as TRUTORO. The firm was established in 04/28/2021. They have over 9 offices throughout the country.
TRUTORO is a Conway, Arkansas based Financial Planning firm with nearly $130,734,559 assets under management, offering retirement planning & investment advisory services to 1172 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169291 |
| SEC# | 801-120986 |
| Assets Managed by Firm | $130,734,559 |
| No. of Clients | 1172 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1172 | $130,734,559 |
| Individuals (other than high net worth individuals) | 754 | $70,810,430 |
| High net worth individuals | 43 | $59,571,108 |
| Charitable organizations | 1 | $171,060 |
| Corporations or other businesses | 7 | $171,184 |
More Retirement Planning firms in Conway, Arkansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
| $7,463,667,271 | 162 | 23 | |
| $3,329,402,135 | 13257 | 157 | |
| $2,593,400,723 | 7674 | 252 | |
| $2,346,620,000 | 4 | 4 |
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