TRUHLAR FINANCIAL STRATEGIES, INC.
CRD #114579 SEC #801-64001 BOULDER, CO 303-444-7161
SEC Registered
Total AUM
$42.3M
Discretionary
$33.5M
Employees
5
Clients
0
Accounts
83
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOLF, JOLIE, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLF, JOLIE, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLF, JOLIE, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUHLAR, JOHN, FRANCIS | I | PRESIDENT | E | Control |
| TRUHLAR, JOHN, FRANCIS | I | PRESIDENT | E | Control |
| TRUHLAR, JOHN, FRANCIS | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Apr 30, 2007 REGISTERED
Notice Filings (1)
CO
Address
2960 CENTER GREEN COURTSUITE 100
BOULDER, CO 80301
USA
Phone: 303-444-7161