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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