Trufinancial Registered Investment Advisory Services, Inc.
Trufinancial Registered Investment Advisory Services, Inc. (CRD# 298639) is a financial advisory firm headquartered in , . They manage $19,052,408 in 425 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management19MILLION
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Total Number of Accounts425ACCOUNTS
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Average Account Value$44,829
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
Evan Compton (CRD# 5880016) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.
Indigo Birdsong (CRD# 7483227) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.
Sean Chung (CRD# 7483342) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.
David Reisen (CRD# 7622025) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.