TRUADVICE LLC
CRD #292482 SEC #801-112589 SARASOTA, FL 9414135390
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
1
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $938.9M | $936.5M | $2.4M | 27 | 0 |
| Dec 2023 | $938.9M | $936.5M | $2.4M | 27 | 0 |
| Dec 2023 | $938.9M | $936.5M | $2.4M | 27 | 0 |
| Oct 2023 | $938.9M | $936.5M | $2.4M | 27 | 0 |
| Apr 2023 | $938.9M | $936.5M | $2.4M | 27 | 0 |
| Apr 2023 | $938.9M | $936.5M | $2.4M | 27 | 0 |
| Apr 2023 | $938.9M | $936.5M | $2.4M | 27 | 0 |
| Apr 2023 | $938.9M | $936.5M | $2.4M | 27 | 0 |
| Mar 2023 | $938.9M | $936.5M | $2.4M | 27 | 0 |
| Nov 2022 | $757.7M | $753M | $4.7M | 25 | 0 |
| Aug 2022 | $757.7M | $753M | $4.7M | 25 | 0 |
| Aug 2022 | $757.7M | $753M | $4.7M | 25 | 0 |
| Jun 2022 | $757.7M | $753M | $4.7M | 24 | 0 |
| May 2022 | $757.7M | $753M | $4.7M | 24 | 0 |
| Mar 2022 | $757.7M | $753M | $4.7M | 24 | 0 |
| Jan 2022 | $489.4M | $484.8M | $4.6M | 17 | 0 |
| Nov 2021 | $489.4M | $484.8M | $4.6M | 14 | 0 |
| Apr 2021 | $489.4M | $484.8M | $4.6M | 14 | 0 |
| Mar 2021 | $489.4M | $484.8M | $4.6M | 14 | 0 |
| Mar 2021 | $489.4M | $484.8M | $4.6M | 14 | 0 |
| Mar 2021 | $489.4M | $484.8M | $4.6M | 14 | 0 |
| Jan 2021 | $322.5M | $322M | $521.3K | 12 | 0 |
| Oct 2020 | $322.5M | $322M | $521.3K | 12 | 0 |
| Aug 2020 | $322.5M | $322M | $521.3K | 13 | 0 |
| Jun 2020 | $322.5M | $322M | $521.3K | 11 | 0 |
| Apr 2020 | $322.5M | $322M | $521.3K | 11 | 0 |
| Apr 2020 | $322.5M | $322M | $521.3K | 12 | 0 |
| Mar 2020 | $322.5M | $322M | $521.3K | 12 | 0 |
| Oct 2019 | $215.2M | $210.9M | $4.3M | 15 | 0 |
| Oct 2019 | $215.2M | $210.9M | $4.3M | 15 | 0 |
| Sep 2019 | $215.2M | $210.9M | $4.3M | 14 | 0 |
| Jun 2019 | $215.2M | $210.9M | $4.3M | 12 | 0 |
| Jun 2019 | $215.2M | $210.9M | $4.3M | 11 | 0 |
| Apr 2019 | $215.2M | $210.9M | $4.3M | 11 | 0 |
| Mar 2019 | $215.2M | $210.9M | $4.3M | 11 | 0 |
| Mar 2019 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Nov 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Aug 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Aug 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Aug 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Aug 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Aug 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Jul 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Jul 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Jul 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| Jun 2018 | $104.1M | $103.3M | $808.3K | 10 | 0 |
| May 2018 | $0 | $0 | $0 | 7 | 0 |
| Apr 2018 | $0 | $0 | $0 | 7 | 0 |
| Mar 2018 | $0 | $0 | $0 | 7 | 0 |
| Mar 2018 | $0 | $0 | $0 | 7 | 0 |
| Mar 2018 | $0 | $0 | $0 | 7 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
DateDec 2023
Total AUM$938.9M
Discretionary$936.5M
Non-Disc.$2.4M
Employees27
Clients0
DateDec 2023
Total AUM$938.9M
Discretionary$936.5M
Non-Disc.$2.4M
Employees27
Clients0
DateDec 2023
Total AUM$938.9M
Discretionary$936.5M
Non-Disc.$2.4M
Employees27
Clients0
DateOct 2023
Total AUM$938.9M
Discretionary$936.5M
Non-Disc.$2.4M
Employees27
Clients0
DateApr 2023
Total AUM$938.9M
Discretionary$936.5M
Non-Disc.$2.4M
Employees27
Clients0
DateApr 2023
Total AUM$938.9M
Discretionary$936.5M
Non-Disc.$2.4M
Employees27
Clients0
DateApr 2023
Total AUM$938.9M
Discretionary$936.5M
Non-Disc.$2.4M
Employees27
Clients0
DateApr 2023
Total AUM$938.9M
Discretionary$936.5M
Non-Disc.$2.4M
Employees27
Clients0
DateMar 2023
Total AUM$938.9M
Discretionary$936.5M
Non-Disc.$2.4M
Employees27
Clients0
DateNov 2022
Total AUM$757.7M
Discretionary$753M
Non-Disc.$4.7M
Employees25
Clients0
DateAug 2022
Total AUM$757.7M
Discretionary$753M
Non-Disc.$4.7M
Employees25
Clients0
DateAug 2022
Total AUM$757.7M
Discretionary$753M
Non-Disc.$4.7M
Employees25
Clients0
DateJun 2022
Total AUM$757.7M
Discretionary$753M
Non-Disc.$4.7M
Employees24
Clients0
DateMay 2022
Total AUM$757.7M
Discretionary$753M
Non-Disc.$4.7M
Employees24
Clients0
DateMar 2022
Total AUM$757.7M
Discretionary$753M
Non-Disc.$4.7M
Employees24
Clients0
DateJan 2022
Total AUM$489.4M
Discretionary$484.8M
Non-Disc.$4.6M
Employees17
Clients0
DateNov 2021
Total AUM$489.4M
Discretionary$484.8M
Non-Disc.$4.6M
Employees14
Clients0
DateApr 2021
Total AUM$489.4M
Discretionary$484.8M
Non-Disc.$4.6M
Employees14
Clients0
DateMar 2021
Total AUM$489.4M
Discretionary$484.8M
Non-Disc.$4.6M
Employees14
Clients0
DateMar 2021
Total AUM$489.4M
Discretionary$484.8M
Non-Disc.$4.6M
Employees14
Clients0
DateMar 2021
Total AUM$489.4M
Discretionary$484.8M
Non-Disc.$4.6M
Employees14
Clients0
DateJan 2021
Total AUM$322.5M
Discretionary$322M
Non-Disc.$521.3K
Employees12
Clients0
DateOct 2020
Total AUM$322.5M
Discretionary$322M
Non-Disc.$521.3K
Employees12
Clients0
DateAug 2020
Total AUM$322.5M
Discretionary$322M
Non-Disc.$521.3K
Employees13
Clients0
DateJun 2020
Total AUM$322.5M
Discretionary$322M
Non-Disc.$521.3K
Employees11
Clients0
DateApr 2020
Total AUM$322.5M
Discretionary$322M
Non-Disc.$521.3K
Employees11
Clients0
DateApr 2020
Total AUM$322.5M
Discretionary$322M
Non-Disc.$521.3K
Employees12
Clients0
DateMar 2020
Total AUM$322.5M
Discretionary$322M
Non-Disc.$521.3K
Employees12
Clients0
DateOct 2019
Total AUM$215.2M
Discretionary$210.9M
Non-Disc.$4.3M
Employees15
Clients0
DateOct 2019
Total AUM$215.2M
Discretionary$210.9M
Non-Disc.$4.3M
Employees15
Clients0
DateSep 2019
Total AUM$215.2M
Discretionary$210.9M
Non-Disc.$4.3M
Employees14
Clients0
DateJun 2019
Total AUM$215.2M
Discretionary$210.9M
Non-Disc.$4.3M
Employees12
Clients0
DateJun 2019
Total AUM$215.2M
Discretionary$210.9M
Non-Disc.$4.3M
Employees11
Clients0
DateApr 2019
Total AUM$215.2M
Discretionary$210.9M
Non-Disc.$4.3M
Employees11
Clients0
DateMar 2019
Total AUM$215.2M
Discretionary$210.9M
Non-Disc.$4.3M
Employees11
Clients0
DateMar 2019
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateNov 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateAug 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateAug 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateAug 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateAug 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateAug 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateJul 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateJul 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateJul 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateJun 2018
Total AUM$104.1M
Discretionary$103.3M
Non-Disc.$808.3K
Employees10
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0