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 registered investment adviser organized as an LLC and SEC-registered in 2024. Ownership is individual-held and the firm primarily serves individual and family clients. Its advisory capabilities emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business accounts. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm identifies as an active ESG investor and does not position itself as a capital allocator or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4TYLER 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 45Active vs passive
$161M in ETFs
23%
$36.7M
46%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $22.6M | 343,400 | 14.03% |
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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