|
⚲
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| Intrua Financial LLC
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|
|
|---|---|
| CRD # | 281554 |
| SEC # | 801-106767 |
| CIK # | 0001812792 |
| AUM | $1.7 BB (2024-03-29) |
| Employees | 52 (81% Investors, 98% Brokers) |
| Phone | 713-355-9910 |
| Address | 3737 Buffalo Speedway Houston, TX 77098 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,423 | 935.3 |
| (b) Individuals (high net worth individuals) | 328 | 704.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.0 |
| (h) Charitable organizations | 11 | 12.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 7,354 | 1,656.5 |
| By Discretionary | ||
| Discretionary | 7,024 | 1,612.5 |
| Non-Discretionary | 330 | 44.0 |
| Total | 7,354 | 1,656.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1,656.3 | |
| Total | 7,354 | 1,656.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001812792] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Intrua Financial LLC
✚
|
TX | 1.7 |
|
Intrua Advisory Group LLC
✚
|
TX | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Avendus Wealth Management Private Limited
✚
|
1.7 | |
|
LM Kohn & Company
✚
|
OH | 1.7 |
|
Beaird Harris Wealth Management LLC
✚
|
TX | 1.7 |
|
Cable Hill Partners LLC
✚
|
OR | 1.7 |
|
Retirement Resources Investment Corporation
✚
|
MA | 1.7 |
|
Ensemble Capital Management LLC
✚
|
CA | 1.7 |
|
Millennium Investment and Retirement Advisors LLC
✚
|
NC | 1.7 |
|
St Denis J Villere & Co LLC
✚
|
LA | 1.6 |
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1.6 |
|
Human Investing LLC
✚
|
OR | 1.6 |