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 a limited liability company and SEC-registered since 2015. The firm identifies itself as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM, hourly billing, and fixed fees. Service lines combine traditional advisory work—financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers—with broker and accounting activities; the firm also operates as an insurance broker. Regulatory and industry affiliations list broker-dealer activity, other adviser relationships, accounting and real-estate brokerage capabilities, and roles as sponsor/GP or managing member of pooled investment vehicles. Intrua Financial does not characterize itself as an active ESG investor.