TRUMBOWER FINANCIAL ADVISORS LLC
CRD #107495 SEC #801-51817 BETHESDA, MD 301-215-8340
SEC Registered
Total AUM
$1.8B
Discretionary
$240.4M
Employees
11
Clients
101
Accounts
951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $240.4M | $1.6B | 11 | 28 |
| Mar 2024 | $1.7B | $145.3M | $1.5B | 11 | 25 |
| Jun 2023 | $1.5B | $121M | $1.4B | 11 | 1 |
| Mar 2023 | $1.5B | $121M | $1.4B | 11 | 1 |
| Mar 2022 | $1.6B | $117.9M | $1.5B | 11 | 1 |
| Mar 2021 | $1.4B | $157.5M | $1.2B | 11 | 3 |
| Jun 2020 | $1.3B | $175.3M | $1.1B | 11 | 6 |
| Mar 2020 | $1.3B | $175.3M | $1.1B | 11 | 6 |
| Nov 2019 | $1.2B | $215.9M | $955.7M | 9 | 6 |
| Jul 2019 | $1.2B | $215.9M | $955.7M | 9 | 6 |
| Feb 2019 | $1.2B | $215.9M | $955.7M | 9 | 6 |
| Mar 2018 | $1.3B | $182.6M | $1.1B | 9 | 7 |
| Mar 2017 | $1.1B | $358.3M | $767.1M | 11 | 200 |
| Feb 2016 | $1B | $330.8M | $669.9M | 11 | 200 |
| Feb 2015 | $1B | $321.8M | $718.6M | 11 | 200 |
| Mar 2014 | $999.7M | $288.2M | $711.6M | 11 | 100 |
| Mar 2013 | $790.7M | $260.9M | $529.9M | 9 | 100 |
| Mar 2012 | $675.9M | $213.8M | $462.1M | 6 | 140 |
| Feb 2009 | $392.8M | $149.3M | $243.5M | 10 | -- |
| Jan 2008 | $341.5M | $100.2M | $241.4M | 10 | -- |
| Mar 2007 | $341.5M | $100.2M | $241.4M | 10 | -- |
| Mar 2006 | $255.4M | $71.3M | $184.1M | 10 | -- |
| Jan 2006 | $215.7M | $18.8M | $196.9M | 10 | -- |
| Nov 2005 | $215.7M | $196.9M | $18.8M | 10 | -- |
| Sep 2005 | $215.7M | $196.9M | $18.8M | 10 | -- |
| Jun 2005 | $215.7M | $196.9M | $18.8M | 10 | -- |
| Mar 2002 | $131.9M | $10.8M | $121.1M | 5 | -- |
| Jun 2001 | $112M | $7.8M | $104.2M | 5 | -- |
| May 2001 | $112M | $7.8M | $104.2M | 5 | -- |
DateMar 2025
Total AUM$1.8B
Discretionary$240.4M
Non-Disc.$1.6B
Employees11
Clients28
DateMar 2024
Total AUM$1.7B
Discretionary$145.3M
Non-Disc.$1.5B
Employees11
Clients25
DateJun 2023
Total AUM$1.5B
Discretionary$121M
Non-Disc.$1.4B
Employees11
Clients1
DateMar 2023
Total AUM$1.5B
Discretionary$121M
Non-Disc.$1.4B
Employees11
Clients1
DateMar 2022
Total AUM$1.6B
Discretionary$117.9M
Non-Disc.$1.5B
Employees11
Clients1
DateMar 2021
Total AUM$1.4B
Discretionary$157.5M
Non-Disc.$1.2B
Employees11
Clients3
DateJun 2020
Total AUM$1.3B
Discretionary$175.3M
Non-Disc.$1.1B
Employees11
Clients6
DateMar 2020
Total AUM$1.3B
Discretionary$175.3M
Non-Disc.$1.1B
Employees11
Clients6
DateNov 2019
Total AUM$1.2B
Discretionary$215.9M
Non-Disc.$955.7M
Employees9
Clients6
DateJul 2019
Total AUM$1.2B
Discretionary$215.9M
Non-Disc.$955.7M
Employees9
Clients6
DateFeb 2019
Total AUM$1.2B
Discretionary$215.9M
Non-Disc.$955.7M
Employees9
Clients6
DateMar 2018
Total AUM$1.3B
Discretionary$182.6M
Non-Disc.$1.1B
Employees9
Clients7
DateMar 2017
Total AUM$1.1B
Discretionary$358.3M
Non-Disc.$767.1M
Employees11
Clients200
DateFeb 2016
Total AUM$1B
Discretionary$330.8M
Non-Disc.$669.9M
Employees11
Clients200
DateFeb 2015
Total AUM$1B
Discretionary$321.8M
Non-Disc.$718.6M
Employees11
Clients200
DateMar 2014
Total AUM$999.7M
Discretionary$288.2M
Non-Disc.$711.6M
Employees11
Clients100
DateMar 2013
Total AUM$790.7M
Discretionary$260.9M
Non-Disc.$529.9M
Employees9
Clients100
DateMar 2012
Total AUM$675.9M
Discretionary$213.8M
Non-Disc.$462.1M
Employees6
Clients140
DateFeb 2009
Total AUM$392.8M
Discretionary$149.3M
Non-Disc.$243.5M
Employees10
Clients--
DateJan 2008
Total AUM$341.5M
Discretionary$100.2M
Non-Disc.$241.4M
Employees10
Clients--
DateMar 2007
Total AUM$341.5M
Discretionary$100.2M
Non-Disc.$241.4M
Employees10
Clients--
DateMar 2006
Total AUM$255.4M
Discretionary$71.3M
Non-Disc.$184.1M
Employees10
Clients--
DateJan 2006
Total AUM$215.7M
Discretionary$18.8M
Non-Disc.$196.9M
Employees10
Clients--
DateNov 2005
Total AUM$215.7M
Discretionary$196.9M
Non-Disc.$18.8M
Employees10
Clients--
DateSep 2005
Total AUM$215.7M
Discretionary$196.9M
Non-Disc.$18.8M
Employees10
Clients--
DateJun 2005
Total AUM$215.7M
Discretionary$196.9M
Non-Disc.$18.8M
Employees10
Clients--
DateMar 2002
Total AUM$131.9M
Discretionary$10.8M
Non-Disc.$121.1M
Employees5
Clients--
DateJun 2001
Total AUM$112M
Discretionary$7.8M
Non-Disc.$104.2M
Employees5
Clients--
DateMay 2001
Total AUM$112M
Discretionary$7.8M
Non-Disc.$104.2M
Employees5
Clients--