TRUENOTE INVESTMENT ADVISORS, INC.
CRD #172294 SEC #801-81117 EL CERRITO, CA 510-235-1046
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $78.4M | $78.4M | $0 | 2 | 0 |
| Oct 2017 | $76.1M | $76.1M | $0 | 2 | 0 |
| May 2017 | $30.3M | $30.3M | $0 | 2 | 0 |
| Mar 2017 | $0 | $0 | $0 | 2 | 0 |
| Feb 2017 | $0 | $0 | $0 | 2 | 0 |
| Feb 2017 | $0 | $0 | $0 | 2 | 0 |
| Jan 2017 | $0 | $0 | $0 | 2 | 0 |
| Jan 2017 | $0 | $0 | $0 | 2 | 0 |
| Dec 2016 | $0 | $0 | $0 | 2 | 0 |
| Mar 2016 | $0 | $0 | $0 | 2 | 0 |
| Dec 2015 | $0 | $0 | $0 | 2 | 0 |
| Dec 2015 | $0 | $0 | $0 | 2 | 0 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
DateMar 2018
Total AUM$78.4M
Discretionary$78.4M
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0