Home
›
Firms
›
TRUEDGE ASSET MANAGEMENT LLC
TRUEDGE ASSET MANAGEMENT LLC
CARMEL, Indiana
·
4 registered advisors
·
CRD# 323442
SEC# 801-127556
0
317-581-4010
01
Firm Overview
AUM
$281K
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at TRUEDGE ASSET MANAGEMENT LLC
4 registered advisors
Charles Edward Petrie
CARMEL, Indiana
CRD# 2939525
Jonathan Frame
CARMEL, Indiana
CRD# 3057547
Richard Wilson Parker
CARMEL, Indiana
CRD# 5497397
Stephanie Lynn West
CARMEL, Indiana
CRD# 6151646
05
Office Locations
CARMEL, Indiana
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. TRUEDGE ASSET MANAGEMENT LLC (CRD# 323442) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.