Trufinancial Registered Investment Advisory Services, Inc

Overview

Trufinancial Registered Investment Advisory Services, Inc. is a privately owned, non-independent retail RIA that focuses on fee-based portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and reports an advisory orientation toward direct portfolio management rather than operating as a capital allocator. It is not positioned as an ESG investor, does not present as a multi-state or newly formed adviser, and does not serve as a pension consultant or related adviser. Industry relationships include ties to accounting and insurance firms, which align with the firm’s client focus and distribution channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices