Trueman Brown
Trueman Brown (CRD# 141602) is a financial advisory firm headquartered in Lake Zurich, IL. They manage $149,805,180 in 365 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management150MILLION
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Total Number of Accounts365ACCOUNTS
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Average Account Value$410,425
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, NY, PA, WI
Financial Advisors at Trueman Brown
1
Roy Brown (CRD# 2194463) is an Investment Advisor Representative working at Trueman Brown in Lake Zurich, IL and has over 32 years of experience in the finance industry.
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