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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Intrua Financial LLC
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|---|---|
| CRD # | 281554 |
| SEC # | 801-106767 |
| CIK # | 0001812792 |
| AUM | $1.2 B (2025-03-31) |
| Employees | 48 (85% Investors, 71% Brokers) |
| Phone | 713-355-9910 |
| Address | 3737 Buffalo Speedway Houston, TX 77098 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 25.4 | ||
| Apple Inc | 12.6 | ||
| Nvidia Corp | 10.2 | ||
| Microsoft Corp | 8.9 | ||
| Exxon Mobil Corp | 7.6 | ||
| Broadcom Inc | 6.5 | ||
| Amazon Com Inc | 5.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,916 | 604.6 |
| (b) Individuals (high net worth individuals) | 259 | 576.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 11.6 |
| (h) Charitable organizations | 14 | 15.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 5,051 | 1,212.8 |
| By Discretionary | ||
| Discretionary | 5,029 | 1,210.3 |
| Non-Discretionary | 22 | 2.4 |
| Total | 5,051 | 1,212.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,212.8 | |
| Total | 5,051 | 1,212.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001812792] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Intrua Financial LLC
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|
TX | 1.2 |
|
Intrua Advisory Group LLC
✚
|
TX | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Calton & Associates Inc
✚
|
FL | 1.2 |
|
Steigerwald Gordon & Koch Inc
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|
VA | 1.2 |
|
Evelyn Partners Asset Management Limited
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|
1.2 | |
|
Recurrent Investment Advisors LLC
✚
|
TX | 1.2 |
|
Financial Symmetry Incorporated
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|
NC | 1.2 |
|
JGP Wealth Management LLC
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|
OR | 1.2 |
|
Seven Springs Wealth Group LLC
✚
|
TN | 1.2 |
|
Verity and Verity LLC
✚
|
SC | 1.2 |
|
Valley Wealth Strategies LLC
✚
|
CA | 1.2 |
|
SBK Financial Inc
✚
|
VA | 1.2 |