Assets Under Management
$130.7M
Number of Clients
806
Number of Advisors
15
Average Client AUM
$162K
AUM per Advisor
$8.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Trutoro offers portfolio management solutions and financial planning services, emphasizing fiscally responsible decisions based on individual monetary goals. They design portfolios with equities, fixed income, mutual funds, and ETFs. Financial planning encompasses personal, education, tax, survivor, estate, retirement, investment, real estate, and insurance needs.
2201 Washington Avenue, Suite 2, Conway, AR, 72032