This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-28-1959
- Office Locations
- 2
Office Locations
About Trubee Wealth Advisors, Inc.
Trubee Wealth Advisors, Inc. is an independent Buffalo, NY-based advisory firm providing financial planning and portfolio management to individuals, small businesses, corporations, and philanthropic organizations. Founded in 1940, it emphasizes a long-term investment philosophy and open-architecture selection across investment vehicles, including ETFs and mutual funds. The firm notes it does not communicate with clients via WhatsApp or social media due to impersonation scams.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM ROBERT PICTOR
Financial Advisor, VICE PRESIDENT
- CRD
- #858533
- Ownership
- 10% but less than 25%
JOHN DAVID SHINE
BRANCH MANAGER, Chief Executive Officer, President, Vice President
- CRD
- #6416650
- Ownership
- 10% but less than 25%
Showing 2 of 13 owners & executives
Unlock allContacts
Matthew Drosendahl
Investment Advisor
- CRD
- #7041770
JOHN MICHAEL MEISNER
Controller
- CRD
- #6069294
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $791,638,107 | $630,787 |
| Non-Discretionary | $119,852,503 | $982,398 |
| Total | $911,490,610 | $661,939 |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing