Intrua Financial LLC

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Assets, Funds, Holdings

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Intrua Financial LLC
CRD #281554
SEC #801-106767
CIK #0001812792
AUM $1.0 BB (2023-01-29)
Employees 42 (69% Investors, 76% Brokers)
Phone713-355-9910
Address3737 Buffalo Speedway
Houston, TX 77098
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1300104078052026002010201420192024
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 ($MM)
60048036024012002019202020222024
AUM Breakdown Accounts AUM ($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 - 2024
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
MI 1.1
Nilsine Partners LLC
CO 1.0
Strategic Family Wealth Counselors LLC
NJ 1.0
Quattro Financial Advisors LLC
TX 1.0
Wellington Shields Capital Management LLC
NY 1.0
True Link Financial Advisors LLC
CA 1.0
Moneco Advisors LLC
CT 1.0
Corbyn Investment Management Inc
MD 1.0
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