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| Intrua Advisory Group LLC
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| CRD # | 169512 |
| SEC # | 801-88170 |
| CIK # | |
| AUM | |
| Employees | 10 (40% Investors, 40% Brokers) |
| Phone | 713-355-9910 |
| Address | 3737 Buffalo Speedway Houston, TX 77098 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 659 | 102.4 |
| (b) Individuals (high net worth individuals) | 34 | 64.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.5 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 982 | 168.5 |
| By Discretionary | ||
| Discretionary | 976 | 168.3 |
| Non-Discretionary | 6 | 0.2 |
| Total | 982 | 168.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.5 | |
| Total | 982 | 168.5 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Intrua Financial LLC
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|
TX | 1.7 |
|
Intrua Advisory Group LLC
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|
TX | 0.0 |