Trumbower Financial Advisors

Trust Score 97%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Trumbower Financial Advisors, federally registered in 1996, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 5 advisors. Trumbower Financial Advisors manages $1.2 billion and provides investment advisory services for 192 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $6,102,329
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:39
Headquarters Bethesda, MD
SEC Filings Forms and Brochures    (CRD # 107495)
State(s) Registered CA, DC, FL, LA, MD, NY, PA, TX, VA

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