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| Intrua Financial LLC
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|---|---|
| CRD # | 281554 |
| SEC # | 801-106767 |
| CIK # | 0001812792 |
| AUM | 1,747.0 M (2026-05-15) |
| Employees | 53 (72% Investors, 70% Brokers) |
| Phone | 713-355-9910 |
| Address | 3737 Buffalo Speedway Houston, TX 77098 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 27.7 | ||
| Apple Inc | 17.5 | ||
| Nvidia Corp | 13.4 | ||
| Microsoft Corp | 7.3 | ||
| Broadcom Inc | 6.8 | ||
| Amazon Com Inc | 6.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,937 | 757.5 |
| (b) Individuals (high net worth individuals) | 410 | 942.1 |
| (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 | 2 | 5.0 |
| (h) Charitable organizations | 10 | 19.4 |
| (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 | 21 | 23.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,272 | 1,747.0 |
| By Discretionary | ||
| Discretionary | 5,351 | 1,356.5 |
| Non-Discretionary | 1,921 | 390.5 |
| Total | 7,272 | 1,747.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1,746.8 | |
| Total | 7,272 | 1,747.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001812792] | |
| SC 13G | [0001812792] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Intrua Financial LLC | PGIM ETF Trust | [2025-12-11] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 20-8159194 |
| Related Firms | State | AUM |
|---|---|---|
|
Intrua Financial LLC
✚
|
TX | 1,747.0 M |
|
Intrua Advisory Group LLC
✚
|
TX |
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|
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