Trumbower Financial Advisors LLC

Trumbower Financial Advisors LLC (CRD# 107495) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,657,808,618 in 906 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814
http://www.trufinancial.com
By the Numbers
  • Total Assets Under Management
    1,658
    MILLION
  • Total Number of Accounts
    906
    ACCOUNTS
  • Average Account Value
    $1,829,811
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, DC, FL, LA, MA, MD, NH, NJ, NY, TX, VA

Financial Advisors at Trumbower Financial Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Christina Bresnan, financial advisor Bethesda MD
Christina L. Bresnan
CRD#: 3037911
3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814

Christina Bresnan (CRD# 3037911) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 18 years of experience in the finance industry.

2
Heath Brewer, financial advisor Bethesda MD
Heath A. Brewer
CRD#: 3127453
3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814

Heath Brewer (CRD# 3127453) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 19 years of experience in the finance industry.

3
Brad Neumann, financial advisor Bethesda MD
Brad C. Neumann
CRD#: 4706942
3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814

Brad Neumann (CRD# 4706942) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 20 years of experience in the finance industry.

4
Victoria Trumbower, financial advisor Bethesda MD
Victoria M. Trumbower
CRD#: 2587423
3 Bethesda Metro Center, Suite 340, Bethesda, MD 20814

Victoria Trumbower (CRD# 2587423) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 29 years of experience in the finance industry.

5
Michael Perhac, financial advisor Bethesda MD
Michael R. Perhac
CRD#: 4860329
3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814

Michael Perhac (CRD# 4860329) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 18 years of experience in the finance industry.

6
Robert Speece, financial advisor Bethesda MD
Robert J. Speece
CRD#: 7185598
3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814

Robert Speece (CRD# 7185598) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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