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TRUEMAN BROWN
765 Ela Road
Suite 301
Lake Zurich, Illinois 60047
Tel: 847-228-1968
About TRUEMAN BROWN
TRUEMAN BROWN, formally registered with the SEC as TRUEMAN BROWN. The firm was established in 04/08/2021. They have over 2 offices throughout the country.
TRUEMAN BROWN is a Lake Zurich, Illinois based Financial Planning firm with nearly $149,805,180 assets under management, offering retirement planning & investment advisory services to 365 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141602 |
| SEC# | 801-120742 |
| Assets Managed by Firm | $149,805,180 |
| No. of Clients | 365 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 365 | $149,805,180 |
| Individuals (other than high net worth individuals) | 93 | $21,910,219 |
| High net worth individuals | 39 | $124,046,709 |
| Pension and profit sharing plans | 1 | $3,848,252 |
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|---|---|---|---|
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| $545,530,164,135 | 401 | 220 | |
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