This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-07-2014
- Office Locations
- 3
Office Locations
About Truadvisors
TruAdvisors provides portfolio management and investment advice across stocks, bonds, ETFs, and mutual funds, supporting taxable accounts, IRAs, and workplace retirement plans, plus annuities and life insurance. The firm emphasizes fiduciary planning, transparent third-party custody (Charles Schwab) and reporting, and responsive, direct access to an investment advisor, with strategies oriented to capital protection, income needs, and long-term growth.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW KENNETH MOLL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5040224
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Brandon Aaron Booth
--
- CRD
- #7355515
Casey Lee Dickinson
--
- CRD
- #8065441
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,280,126 | $374,725 |
| Non-Discretionary | $3,451,225 | $3,451,225 |
| Total | $132,731,351 | $383,617 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing