TRUADVISORS FINANCIAL, LLC
Legal name: TRUADVISORS
CRD #170564 SEC #801-132751 TAMPA, FL (813) 212-4000
SEC Registered
Total AUM
$100M
Discretionary
$97.5M
Employees
3
Clients
--
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $100M | $97.5M | $2.5M | 3 | 0 |
| Jun 2025 | $100M | $97.5M | $2.5M | 3 | 0 |
| May 2025 | $100M | $97.5M | $2.5M | 3 | 0 |
| May 2025 | $100M | $97.5M | $2.5M | 2 | 0 |
| May 2025 | $100M | $97.5M | $2.5M | 2 | 0 |
| May 2025 | $100M | $97.5M | $2.5M | 2 | 0 |
| Apr 2025 | $100M | $97.5M | $2.5M | 2 | 0 |
DateSep 2025
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.5M
Employees3
Clients0
DateJun 2025
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.5M
Employees3
Clients0
DateMay 2025
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.5M
Employees3
Clients0
DateMay 2025
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.5M
Employees2
Clients0
DateMay 2025
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.5M
Employees2
Clients0
DateMay 2025
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.5M
Employees2
Clients0
DateApr 2025
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.5M
Employees2
Clients0