HEALTHCARE COMMUNITY SECURITIES CORPORATION
Legal name: TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
CRD #36026 SEC #801-67370 RENSSELAER, NY 518-431-7600
SEC Registered Broker-Dealer
Total AUM
$4.6B
Discretionary
$6.6M
Employees
11
Clients
0
Accounts
110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.6B | $6.6M | $4.5B | 11 | 0 |
| Mar 2025 | $4.6B | $6.6M | $4.5B | 11 | 0 |
| Mar 2024 | $3.9B | $0 | $3.9B | 10 | 0 |
| Mar 2023 | $3.1B | $0 | $3.1B | 13 | 1 |
| Apr 2022 | $3.5B | $0 | $3.5B | 16 | 0 |
| Mar 2022 | $3.5B | $0 | $3.5B | 16 | 0 |
| Mar 2022 | $3.5B | $0 | $3.5B | 16 | 0 |
| Jan 2022 | $3.5B | $0 | $3.5B | 19 | 0 |
| May 2021 | $3.5B | $0 | $3.5B | 19 | 0 |
| Mar 2021 | $3.5B | $0 | $3.5B | 19 | 0 |
| Jan 2021 | $2.9B | $0 | $2.9B | 18 | 0 |
| Apr 2020 | $2.9B | $0 | $2.9B | 18 | 0 |
| Feb 2020 | $2.9B | $0 | $2.9B | 18 | 0 |
| Aug 2019 | $2.4B | $0 | $2.4B | 19 | 0 |
| Feb 2019 | $2.4B | $0 | $2.4B | 19 | 0 |
| Aug 2018 | $2.3B | $0 | $2.3B | 19 | 0 |
| Mar 2018 | $2.3B | $0 | $2.3B | 19 | 0 |
| Aug 2017 | $1.9B | $0 | $1.9B | 19 | 26 |
| Aug 2017 | $1.9B | $0 | $1.9B | 19 | 26 |
| Feb 2017 | $1.9B | $0 | $1.9B | 19 | 26 |
| Sep 2016 | $2.2B | $0 | $2.2B | 19 | 26 |
| Mar 2016 | $2.2B | $0 | $2.2B | 19 | 26 |
| Mar 2016 | $2.2B | $0 | $2.2B | 19 | 26 |
| Mar 2015 | $1.8B | $0 | $1.8B | 16 | 26 |
| Feb 2015 | $1.8B | $0 | $1.8B | 16 | 26 |
| Jun 2014 | $1.5B | $0 | $1.5B | 15 | 26 |
| Jun 2014 | $1.5B | $0 | $1.5B | 15 | 26 |
| May 2014 | $1.5B | $1.5B | $0 | 15 | 26 |
| May 2014 | $1.5B | $1.5B | $0 | 15 | 26 |
| Feb 2014 | $1.5B | $1.5B | $0 | 15 | 26 |
| Feb 2013 | $1.5B | $1.5B | $0 | 15 | 11 |
| Sep 2012 | $705.1M | $0 | $705.1M | 6 | 1 |
| Aug 2012 | $705.1M | $0 | $705.1M | 6 | 1 |
| Apr 2012 | $705.1M | $0 | $705.1M | 6 | 1 |
| Mar 2012 | $705.1M | $0 | $705.1M | 6 | 1 |
| Apr 2011 | $559.3M | $0 | $559.3M | 10 | -- |
| Mar 2011 | $559.3M | $0 | $559.3M | 10 | -- |
| Mar 2011 | $559.3M | $0 | $559.3M | 10 | -- |
| Jan 2011 | $197.2M | $87M | $110.2M | 10 | -- |
| Sep 2010 | $197.2M | $87M | $110.2M | 10 | -- |
| Sep 2010 | $197.2M | $87M | $110.2M | 10 | -- |
| Apr 2010 | $197.2M | $87M | $110.2M | 10 | -- |
| Apr 2010 | $197.2M | $87M | $110.2M | 10 | -- |
| Mar 2010 | $197.2M | $87M | $110.2M | 10 | -- |
| Mar 2010 | $197.2M | $87M | $110.2M | 10 | -- |
| Jan 2010 | $154.2M | $59.4M | $94.8M | 10 | -- |
| Mar 2009 | $154.2M | $59.4M | $94.8M | 10 | -- |
| Mar 2009 | $154.2M | $59.4M | $94.8M | 10 | -- |
| Dec 2007 | $177M | $57.2M | $119.8M | 10 | -- |
| Sep 2007 | $177M | $57.2M | $119.8M | 10 | -- |
| Mar 2007 | $177M | $57.2M | $119.8M | 10 | -- |
| Nov 2006 | $79.3M | $34.2M | $45.1M | 10 | -- |
DateNov 2025
Total AUM$4.6B
Discretionary$6.6M
Non-Disc.$4.5B
Employees11
Clients0
DateMar 2025
Total AUM$4.6B
Discretionary$6.6M
Non-Disc.$4.5B
Employees11
Clients0
DateMar 2024
Total AUM$3.9B
Discretionary$0
Non-Disc.$3.9B
Employees10
Clients0
DateMar 2023
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees13
Clients1
DateApr 2022
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees16
Clients0
DateMar 2022
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees16
Clients0
DateMar 2022
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees16
Clients0
DateJan 2022
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees19
Clients0
DateMay 2021
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees19
Clients0
DateMar 2021
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees19
Clients0
DateJan 2021
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees18
Clients0
DateApr 2020
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees18
Clients0
DateFeb 2020
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees18
Clients0
DateAug 2019
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees19
Clients0
DateFeb 2019
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees19
Clients0
DateAug 2018
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees19
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees19
Clients0
DateAug 2017
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees19
Clients26
DateAug 2017
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees19
Clients26
DateFeb 2017
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees19
Clients26
DateSep 2016
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees19
Clients26
DateMar 2016
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees19
Clients26
DateMar 2016
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees19
Clients26
DateMar 2015
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees16
Clients26
DateFeb 2015
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees16
Clients26
DateJun 2014
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees15
Clients26
DateJun 2014
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees15
Clients26
DateMay 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients26
DateMay 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients26
DateFeb 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients26
DateFeb 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients11
DateSep 2012
Total AUM$705.1M
Discretionary$0
Non-Disc.$705.1M
Employees6
Clients1
DateAug 2012
Total AUM$705.1M
Discretionary$0
Non-Disc.$705.1M
Employees6
Clients1
DateApr 2012
Total AUM$705.1M
Discretionary$0
Non-Disc.$705.1M
Employees6
Clients1
DateMar 2012
Total AUM$705.1M
Discretionary$0
Non-Disc.$705.1M
Employees6
Clients1
DateApr 2011
Total AUM$559.3M
Discretionary$0
Non-Disc.$559.3M
Employees10
Clients--
DateMar 2011
Total AUM$559.3M
Discretionary$0
Non-Disc.$559.3M
Employees10
Clients--
DateMar 2011
Total AUM$559.3M
Discretionary$0
Non-Disc.$559.3M
Employees10
Clients--
DateJan 2011
Total AUM$197.2M
Discretionary$87M
Non-Disc.$110.2M
Employees10
Clients--
DateSep 2010
Total AUM$197.2M
Discretionary$87M
Non-Disc.$110.2M
Employees10
Clients--
DateSep 2010
Total AUM$197.2M
Discretionary$87M
Non-Disc.$110.2M
Employees10
Clients--
DateApr 2010
Total AUM$197.2M
Discretionary$87M
Non-Disc.$110.2M
Employees10
Clients--
DateApr 2010
Total AUM$197.2M
Discretionary$87M
Non-Disc.$110.2M
Employees10
Clients--
DateMar 2010
Total AUM$197.2M
Discretionary$87M
Non-Disc.$110.2M
Employees10
Clients--
DateMar 2010
Total AUM$197.2M
Discretionary$87M
Non-Disc.$110.2M
Employees10
Clients--
DateJan 2010
Total AUM$154.2M
Discretionary$59.4M
Non-Disc.$94.8M
Employees10
Clients--
DateMar 2009
Total AUM$154.2M
Discretionary$59.4M
Non-Disc.$94.8M
Employees10
Clients--
DateMar 2009
Total AUM$154.2M
Discretionary$59.4M
Non-Disc.$94.8M
Employees10
Clients--
DateDec 2007
Total AUM$177M
Discretionary$57.2M
Non-Disc.$119.8M
Employees10
Clients--
DateSep 2007
Total AUM$177M
Discretionary$57.2M
Non-Disc.$119.8M
Employees10
Clients--
DateMar 2007
Total AUM$177M
Discretionary$57.2M
Non-Disc.$119.8M
Employees10
Clients--
DateNov 2006
Total AUM$79.3M
Discretionary$34.2M
Non-Disc.$45.1M
Employees10
Clients--