Trumbower Financial Advisors Review


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Trumbower Financial Advisors, federally registered in 1996, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 5 advisors. Trumbower Financial Advisors manages $1.2 billion and provides investment advisory services for 198 clients (1:40 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Avg Account Balance $5,917,410
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:40
Headquarters Bethesda, MD
SEC Filings Forms and Brochures
State(s) Registered CA, DC, FL, LA, MD, NY, PA, TX, VA


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