CRD: 107495
Trumbower Financial Advisors LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-1996
- Office Locations
- 1
Office Locations
About Trumbower Financial Advisors LLC
Trumbower Financial Advisors (Bethesda, MD) is an investment adviser that does not sell financial products, focusing on objective guidance for busy executives and professionals and their families. The firm applies academically grounded analysis with flexible service levels, helping clients make and execute complex financial decisions. Portfolios commonly use public funds and ETFs, with custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
VICTORIA MARTHA TRUMBOWER
Managing Member
- CRD
- #2587423
- Ownership
- 75% or more
CHRISTINA LYNN BRESNAN
Chief Compliance Officer, Investment Advisor
- CRD
- #3037911
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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HEATH ALLEN BREWER
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- CRD
- #3127453
BRAD CHRISTOPHER NEUMANN
Senior Portfolio Manager
- CRD
- #4706942
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,656,330 | $21,977,089 |
| Non-Discretionary | $1,655,075,180 | $1,744,020 |
| Total | $1,984,731,510 | $2,058,850 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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