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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-18-2021
- Office Locations
- 1
Office Locations
About True Abundance Advisors
True Abundance Advisors is a White Plains, NY registered investment adviser helping professionals in their 40s+ align spending, saving, and investing with the freedom and flexibility they want. The firm provides ongoing financial planning (including tax, estate, and insurance coordination) and portfolio construction focused on diversified allocation using funds/ETFs and risk management. Custodies primarily at Charles Schwab; founded by a former Wall Street professional.
Team overview
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Technology
Owner & Executives
LAURA INGBER ROTTER
Chief Compliance Officer, Financial Advisor, Firm Principal, Owner
- CRD
- #1564015
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,248,714 | $573,504 |
| Non-Discretionary | $2,702,420 | $450,403 |
| Total | $31,951,134 | $560,546 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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