3 Bethesda Metro Center
Ste 340
Bethesda, Maryland 20814-5330
Tel: 301-215-8340
TRUMBOWER FINANCIAL ADVISORS LLC, formally registered with the SEC as TRUMBOWER FINANCIAL ADVISORS LLC. The firm was established in 05/01/1996. They have over 1 offices throughout the country.
TRUMBOWER FINANCIAL ADVISORS LLC is a Bethesda, Maryland based Financial Planning firm with nearly $1,479,931,186 assets under management, offering retirement planning & investment advisory services to 904 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107495 |
SEC# | 801-51817 |
Assets Managed by Firm | $1,479,931,186 |
No. of Clients | 904 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 904 | $1,479,931,186 |
Individuals (other than high net worth individuals) | 156 | $164,640,688 |
High net worth individuals | 94 | $1,313,071,016 |
Charitable organizations | Fewer than 5 clients | $2,219,482 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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