Trumbower Financial Advisors LLC

Trumbower Financial Advisors LLC (CRD# 107495) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,000,712,954 in 691 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,001
    MILLION
  • Total Number of Accounts
    691
    ACCOUNTS
  • Average Account Value
    $1,448,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, LA, MD, NY, OH, PA, TX, VA

Financial Advisors at Trumbower Financial Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Christina L. Bresnan
CRD#: 3037911
4800 Montgomery Lane, Ste 300, Bethesda, MD 20814
96
Wealthminder
score

Christina Bresnan (CRD# 3037911) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 10 years of experience in the finance industry.

2
Brad C. Neumann
CRD#: 4706942
4800 Montgomery Lane, Ste 300, Bethesda, MD 20814
96
Wealthminder
score

Brad Neumann (CRD# 4706942) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 12 years of experience in the finance industry.

3
Daniel J. Trumbower
CRD#: 4487190
4800 Montgomery Lane, Suite #300, Bethesda, MD 20814
96
Wealthminder
score

Daniel Trumbower (CRD# 4487190) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 14 years of experience in the finance industry. Daniel Trumbower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Victoria M. Trumbower
CRD#: 2587423
4800 Montgomery Lane, Suite #300, Bethesda, MD 20814
96
Wealthminder
score

Victoria Trumbower (CRD# 2587423) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 21 years of experience in the finance industry. Victoria Trumbower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Heath A. Brewer
CRD#: 3127453
4800 Montgomery Lane, Ste 300, Bethesda, MD 20814
93
Wealthminder
score

Heath Brewer (CRD# 3127453) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 12 years of experience in the finance industry. Heath Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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