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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-03-2012
- Office Locations
- 1
Office Locations
About Springtru, LLC
SpringTru is a boutique RIA in Palm Beach Gardens, FL led by founder Ginny Neal, a former securities attorney and ex–GenSpring Family Offices general counsel who later advised clients at J.P. Morgan Private Bank and Merrill. The firm provides wealth management and financial planning for individuals and families, focusing on asset allocation and portfolio construction using ETFs and other public funds, with estate, tax, and risk-planning support. Custody includes Schwab and Merrill Lynch.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Ginny Rae Neal
Financial Advisor, General Partner, Manager
- CRD
- #5314372
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,858,140 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,858,140 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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