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Intrua Financial

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Assets Under Management

$1.2B

Number of Clients

3,227

Number of Advisors

36

Average Client AUM

$376K

AUM per Advisor

$33.7M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Intrua Financial provides asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth individuals, trusts, estates, and businesses. They focus on building and preserving wealth through customized plans and strategies.

Fee Structure

Minimum Investment:$10K
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth
Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

36 Advisors at this firm

AH
Alan Matthew Hawkins
AB
Amy L Buchheit
AS
CFP
Ana Maria Salas
AD
Arthur Robert Deluca
BM
Bradley R Mcentee
BD
Bradley S Doyle
BW
Brandon Kyle Woodard
CK
CFP
Charles Harvey Kuhtz
CS
Chris Smith
CG
Courtney Crawford Garner
DB
Dane Eric Byers
DL
Darren Joel Liberski
DW
Dean Andrew Wolpert
EK
Eric J Kulwicki
EY
Ernest Kelly Young
GS
Gerald Gene Schuelke
HH
Hunter Steven Hart
JM
CFP
James Bullett Manale
JO
James Kevin Oneill
JA
Jessi Mae Ayrer
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