Trumix Advisors
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 310222
- Registered since
- April 11, 2024
- Website
- www.gtsfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.45%
- Individuals24.61%
- Charitable Organizations0.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trumix Advisors is an independent, SEC-registered Registered Investment Adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides financial planning plus portfolio management for individuals, small businesses, and business/institutional clients. Its fee menu includes asset-based fees, hourly charges, and fixed fees. Trumix identifies as an active ESG investor and does not position itself as a capital allocator or pension consultant.
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
- Exchange Traded Equities90%
- Public Funds/Mutual Funds8%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Tyler Engbrecht
FounderCRD 4888916
Grant Meyer
Founder and Financial PlannerCRD 5545777
Kevin O`laughlin
Financial PlannerCRD 3268493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$171M in ETFs
26%
$44.6M
42%
$126M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $24.9M | 342,136 | 14.55% |
Location
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3800 American Blvd W
- Time zone
- CT (UTC-6)
- Office locations
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