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TRUMBOWER FINANCIAL ADVISORS LLC

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

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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 $1,479,931,186 assets under management, offering retirement planning & investment advisory services to 904 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107495
SEC#801-51817
Assets Managed by Firm$1,479,931,186
No. of Clients904
No. of Advisors11

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total904$1,479,931,186
Individuals (other than high net worth individuals)156$164,640,688
High net worth individuals94$1,313,071,016
Charitable organizationsFewer than 5 clients$2,219,482

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