CRD: 298639
Trufinancial Registered Investment Advisory Services, INC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-12-2018
- Office Locations
- 1
Office Locations
About Trufinancial Registered Investment Advisory Services, INC
TRUFinancial Registered Investment Advisory Services (San Diego, CA) provides planning-led advice spanning budgeting/cash flow, debt & credit management, tax & accounting, insurance, estate, and retirement/education planning, plus supplemental investment planning. Public filings show portfolios largely implemented with ETFs. The firm offers tiered subscription packages starting at $50/month and leverages a broad network of investment and insurance product partners; custody includes Altruist.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EVAN B COMPTON
Chief Compliance Officer, President, Vice President of Sales
- CRD
- #5880016
- Ownership
- 75% or more
DANIEL EARL MEYERS
Owner
- CRD
- #5751346
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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