Intrua Financial
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 281554
- Registered since
- October 23, 2015
- Website
- www.intrua.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.93%
- Individuals43.36%
- Corporations / Businesses1.32%
- Charitable Organizations1.11%
- Pension & Profit Sharing Plans0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Intrua Financial is an independent registered investment adviser organized as an LLC that is registered with the SEC (registered in 2015). The firm serves both individual and family clients as well as institutional investors and identifies as a capital allocator that places client capital with third‑party managers. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Intrua Financial also operates as an insurance broker and provides accounting-related business activities. Fees are charged via a mix of percentage of AUM, hourly engagements and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Lindsey Boettigheimer
Chief Compliance OfficerCRD 6148264
Contacts
3 of 35
My Ton
Wealth AdvisorCRD 5728783
Ryan Edwards
Investment ExecutiveCRD 5842382
Amy Buchheit
Vice PresidentCRD 5887656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 280Active vs passive
$1.2B in ETFs
64%
$761M
20%
$432M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $84.5M | 961,927 | 7.09% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 3737 Buffalo Speedway
- Time zone
- CT (UTC-6)
- Office locations
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