TRUVESTMENTS CAPITAL LLC

5391 Lakewood Ranch Blvd N
Suite #303
Sarasota, Florida 34240
Tel: 941-753-3814

About TRUVESTMENTS CAPITAL LLC

TRUVESTMENTS CAPITAL LLC, formally registered with the SEC as TRUVESTMENTS CAPITAL LLC. The firm was established in 01/05/2018. They have over 13 offices throughout the country.

TRUVESTMENTS CAPITAL LLC is a Sarasota, Florida based Financial Planning firm with nearly $362,691,519 assets under management, offering retirement planning & investment advisory services to 1587 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291297
SEC#	801-112243
Assets Managed by Firm	$362,691,519
No. of Clients	1587
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1587	$362,691,519
Individuals (other than high net worth individuals)	792	$259,856,599
High net worth individuals	46	$102,834,920

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ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
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