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$30.4M Total AUM
$29.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
8 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-06-2018
- Office Locations
- 1
Office Locations
-- Rapid City SD
About Trew Advisors, LLC
Trew Advisors, LLC is a Rapid City-based RIA. The firm has been operating for 8 years. Managing $30.4M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark.
Team overview
-- AVG AGE
$30.4M AVG AUM / ADVISOR
$870.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JUSTIN SHAD MCNEAL
Managing Member
- CRD
- #5443249
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,000,000 | -- |
| Non-Discretionary | $1,450,000 | -- |
| Total | $30,450,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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