INTRUA FINANCIAL

RIASEC RegisteredEst. 2015

Total AUM

$1.7B

Discretionary

$1.4B

78% of AUM

Avg account

$240K

Accounts

7,272

Employees

Advisory reps

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

FINTRX

Overview

Intrua Financial is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator. It offers fee arrangements that include a percentage of assets under management as well as hourly and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm also operates as an insurance broker and maintains industry affiliations that include relationships with broker-dealers, other investment advisers, accountants and real estate brokers; it has acted as sponsor, general partner or managing member of pooled investment vehicles. Intrua Financial is not identified as an active ESG investor.