TRUBEE WEALTH ADVISORS, INC.

600 Airborne Pkwy
Suite #120
Buffalo, New York 14225
Tel: 716-849-1401

About TRUBEE WEALTH ADVISORS, INC.

TRUBEE WEALTH ADVISORS, INC, formally registered with the SEC as TRUBEE WEALTH ADVISORS, INC. The firm was established in 06/11/2009. They have over 1 offices throughout the country.

TRUBEE WEALTH ADVISORS, INC. is a Buffalo, New York based Financial Planning firm with nearly $536,582,979 assets under management, offering retirement planning & investment advisory services to 1100 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	3618
SEC#	801-70259
Assets Managed by Firm	$536,582,979
No. of Clients	1100
No. of Advisors	18

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Portfolio Management for Individuals
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1100	$536,582,979
Individuals (other than high net worth individuals)	428	$160,927,349
High net worth individuals	205	$318,991,474
Pension and profit sharing plans	6	$9,973,612
Charitable organizations	20	$28,316,812
Corporations or other businesses	6	$18,373,732

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