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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 - 2024 |
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13F-HR | [0001812792] |
Related Firms | State | AUM ($BB) |
---|---|---|
Intrua Financial LLC
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TX | 1.0 |
Intrua Advisory Group LLC
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TX | 0.0 |
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Evelyn Partners Asset Management Limited
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|
1.1 | |
Cutler Investment Counsel LLC
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Blue Chip Partners Inc
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Nilsine Partners LLC
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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
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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 |