TRUEDGE ASSET MANAGEMENT LLC

484 East Carmel Drive
#137
Carmel, Indiana 46032
Tel: 317-581-4010

About TRUEDGE ASSET MANAGEMENT LLC

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 $280,798 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323442
SEC#	801-127556
Assets Managed by Firm	$280,798
No. of Clients	2
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (ADVISORY OPERATIONS FOR OTHER RIA'S)

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$280,798
Individuals (other than high net worth individuals)	1	$280,798

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OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
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