484 East Carmel Drive
#137
Carmel, Indiana 46032
Tel: 317-581-4010
TRUEDGE ASSET MANAGEMENT LLC, formally registered with the SEC as TRUEDGE ASSET MANAGEMENT LLC. The firm was established in 03/31/2023. They have over 1 offices throughout the country.
TRUEDGE ASSET MANAGEMENT LLC is a Carmel, Indiana based Financial Planning firm with nearly $185,068,142 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 323442 |
SEC# | 801-127556 |
Assets Managed by Firm | $185,068,142 |
No. of Clients | 49 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 49 | $185,068,142 |
Individuals (other than high net worth individuals) | 49 | $185,068,142 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$32,602,597,413 | 98199 | 1690 | |
$24,468,049,188 | 15 | 77 | |
$23,853,429,616 | 10 | 37 | |
$16,220,200,000 | 38933 | 560 | |
$15,587,908,593 | 5947 | 159 |
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