TRUEMAN BROWN, LLC
Legal name: TRUEMAN BROWN
CRD #141602 SEC #801-120742 LAKE ZURICH, IL 847-228-1968
SEC Registered
Total AUM
$173.3M
Discretionary
$168.7M
Employees
2
Clients
10
Accounts
364
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $173.3M | $168.7M | $4.6M | 2 | 0 |
| Mar 2025 | $173.3M | $168.7M | $4.6M | 2 | 0 |
| Aug 2024 | $149.8M | $146M | $3.8M | 2 | 0 |
| Apr 2024 | $149.8M | $146M | $3.8M | 2 | 0 |
| Mar 2024 | $149.8M | $146M | $3.8M | 2 | 0 |
| Jun 2023 | $126M | $122.1M | $3.9M | 2 | 0 |
| Mar 2023 | $126M | $122.1M | $3.9M | 2 | 0 |
| Nov 2022 | $129.5M | $124.4M | $5.1M | 2 | 0 |
| Mar 2022 | $129.5M | $124.4M | $5.1M | 2 | 0 |
| Mar 2021 | $124.6M | $119.6M | $5.1M | 2 | 0 |
| May 2012 | $61.3M | $61.3M | $0 | 1 | 101 |
| Apr 2012 | $61.3M | $61.3M | $0 | 1 | 101 |
| Mar 2012 | $61.3M | $61.3M | $0 | 1 | 101 |
| Mar 2011 | $61.4M | $61.4M | $0 | 5 | -- |
| Mar 2009 | $57.7M | $57.7M | $0 | 5 | -- |
| Mar 2007 | $38.5M | $38.5M | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$173.3M
Discretionary$168.7M
Non-Disc.$4.6M
Employees2
Clients0
DateMar 2025
Total AUM$173.3M
Discretionary$168.7M
Non-Disc.$4.6M
Employees2
Clients0
DateAug 2024
Total AUM$149.8M
Discretionary$146M
Non-Disc.$3.8M
Employees2
Clients0
DateApr 2024
Total AUM$149.8M
Discretionary$146M
Non-Disc.$3.8M
Employees2
Clients0
DateMar 2024
Total AUM$149.8M
Discretionary$146M
Non-Disc.$3.8M
Employees2
Clients0
DateJun 2023
Total AUM$126M
Discretionary$122.1M
Non-Disc.$3.9M
Employees2
Clients0
DateMar 2023
Total AUM$126M
Discretionary$122.1M
Non-Disc.$3.9M
Employees2
Clients0
DateNov 2022
Total AUM$129.5M
Discretionary$124.4M
Non-Disc.$5.1M
Employees2
Clients0
DateMar 2022
Total AUM$129.5M
Discretionary$124.4M
Non-Disc.$5.1M
Employees2
Clients0
DateMar 2021
Total AUM$124.6M
Discretionary$119.6M
Non-Disc.$5.1M
Employees2
Clients0
DateMay 2012
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees1
Clients101
DateApr 2012
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees1
Clients101
DateMar 2012
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--