|
⚲
|
| Trueman Brown LLC
✚
| |
|---|---|
| CRD # | 141602 |
| SEC # | 801-120742 |
| CIK # | |
| AUM | $149.8 MM (2024-08-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 847-228-1968 |
| Address | 765 Ela Road Lake Zurich, IL 60047 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 21.9 |
| (b) Individuals (high net worth individuals) | 39 | 124.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 365 | 149.8 |
| By Discretionary | ||
| Discretionary | 364 | 146.0 |
| Non-Discretionary | 1 | 3.8 |
| Total | 365 | 149.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.8 | |
| Total | 365 | 149.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Heaton Hoppes Group LLC
✚
|
IA | 0.2 |
|
Axecap Investments LLC
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|
OH | 0.2 |
|
Reshape LLC
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|
NJ | 0.1 |
|
Zermatt Wealth Partners LLC
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|
CA | 0.1 |
|
Silver Lake Capital Partners LLC
✚
|
TX | 0.1 |
|
Florian Financial Group LLC
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|
NY | 0.1 |
|
Brian Low Financial Group LLC
✚
|
LA | 0.1 |
|
JE Simmons & Co PC
✚
|
TX | 0.1 |
|
Aldebaran Capital LLC
✚
|
IN | 0.1 |
|
Cypress Capital Wealth Management LLC
✚
|
MI | 0.1 |