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$196.1M Total AUM
$191.1M Disc. AUM
13.3% 3Y CAGR
2 Employees
129 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-15-2007
- Office Locations
- 1
Office Locations
765 ELA Road Suite 301 Lake Zurich IL
About Trueman Brown
Trueman Brown is a Lake Zurich-based RIA. The firm has been operating for 19 years. Managing $196.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$196.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
19.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROY WILLIAM BROWN
Chief Compliance Officer, Managing Member
- CRD
- #2194463
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,095,722 | $513,698 |
| Non-Discretionary | $4,954,377 | $4,954,377 |
| Total | $196,050,099 | $525,603 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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