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INTRUA FINANCIAL
3737 Buffalo Speedway
Suite 400
Houston, Texas 77098
Tel: 713-355-9910
About INTRUA FINANCIAL
INTRUA FINANCIAL, formally registered with the SEC as INTRUA FINANCIAL. The firm was established in 10/23/2015. They have over 11 offices throughout the country.
INTRUA FINANCIAL is a Houston, Texas based Financial Planning firm with nearly $1,656,524,869 assets under management, offering retirement planning & investment advisory services to 7354 clients. The firm is staffed with 52 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281554 |
| SEC# | 801-106767 |
| Assets Managed by Firm | $1,656,524,869 |
| No. of Clients | 7354 |
| No. of Advisors | 52 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7354 | $1,656,524,869 |
| Individuals (other than high net worth individuals) | 3423 | $935,341,866 |
| High net worth individuals | 328 | $703,980,503 |
| Pension and profit sharing plans | 3 | $951,555 |
| Charitable organizations | 11 | $12,009,578 |
| Corporations or other businesses | 10 | $4,241,367 |
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