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| Intrua Financial LLC
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|---|---|
| CRD # | 281554 |
| SEC # | 801-106767 |
| CIK # | 0001812792 |
| AUM | $1.0 BB (2023-01-29) |
| Employees | 42 (69% Investors, 76% Brokers) |
| Phone | 713-355-9910 |
| Address | 3737 Buffalo Speedway Houston, TX 77098 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 21.6 | |
| DDS | 4,347.7 | 12.1 | |
| XOM | 385,508.3 | 8.4 | |
| GLD | 8.4 | ||
| UUP | 7.4 | ||
| CVX | 294,604.1 | 4.9 | |
| MSFT | 1,918,222.4 | 4.7 | |
| NVDA | 399,550.0 | 4.4 | |
| PG | 338,108.9 | 3.9 | |
| AMZN | 1,092,997.8 | 3.9 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,596 | 548.2 |
| (b) Individuals (high net worth individuals) | 283 | 471.0 |
| (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 | 1.8 |
| (h) Charitable organizations | 4 | 14.5 |
| (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 | 17 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,687 | 1,046.3 |
| By Discretionary | ||
| Discretionary | 4,090 | 928.5 |
| Non-Discretionary | 597 | 117.8 |
| Total | 4,687 | 1,046.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,046.3 | |
| Total | 4,687 | 1,046.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001812792] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Intrua Financial LLC
✚
|
TX | 1.0 |
|
Intrua Advisory Group LLC
✚
|
TX | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Evelyn Partners Asset Management Limited
✚
|
1.1 | |
|
Cutler Investment Counsel LLC
✚
|
OR | 1.1 |
|
Blue Chip Partners Inc
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|
MI | 1.1 |
|
Nilsine Partners LLC
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|
CO | 1.0 |
|
Strategic Family Wealth Counselors LLC
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|
NJ | 1.0 |
|
Quattro Financial Advisors LLC
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|
TX | 1.0 |
|
Wellington Shields Capital Management LLC
✚
|
NY | 1.0 |
|
True Link Financial Advisors LLC
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|
CA | 1.0 |
|
Moneco Advisors LLC
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|
CT | 1.0 |
|
Corbyn Investment Management Inc
✚
|
MD | 1.0 |