TRUMBOWER FINANCIAL ADVISORS LLC

3 Bethesda Metro Center
Ste 340
Bethesda, Maryland 20814-5330
Tel: 301-215-8340

About TRUMBOWER FINANCIAL ADVISORS LLC

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 $1,657,808,618 assets under management, offering retirement planning & investment advisory services to 906 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107495
SEC#	801-51817
Assets Managed by Firm	$1,657,808,618
No. of Clients	906
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	906	$1,657,808,618
Individuals (other than high net worth individuals)	139	$156,047,866
High net worth individuals	99	$1,499,784,979
Charitable organizations	Fewer than 5 clients	$1,975,773

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