$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-1994
- Office Locations
- 1
Office Locations
495 NEW Rochelle Road Suite 2B Bronxville NY
About Trufton Investment Management, Inc.
Trufton Investment Management, Inc. is a Bronxville-based RIA. The firm has been operating for 32 years. Managing $21.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$21.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
32.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PHILIP RHINELANDER KING
Chief Compliance Officer, Chief Executive Officer, Co-Owner, Portfolio Manager, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,516,918 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,516,918 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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