TrueAdvisor
TrueAdvisor
AR
AR

Ashley W Rendon

Trpc Advisory Services
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Trpc Advisory Services
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
632 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K

Location

10 Talcott Notch Road, 2nd Floor, Farmington, CT, 06032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Daybright Advisory Services, INC.
July 2025 - Present · 7 mos
Pasi Investments, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Edward Jones
December 2017 - February 2022 · 4 yrs 2 mos
Edward JonesBroker
November 2017 - February 2022 · 4 yrs 3 mos
State Registrations3 states
CTMATX
Advisor
Exams
No exam information available for this advisor.