TRUVESTMENTS CAPITAL LLC

BRADENTON, Florida·1 registered advisor·CRD# 149094
SEC# 801-698631941-753-3814
01

Firm Overview

AUM
$123M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRUVESTMENTS CAPITAL LLC

1 registered advisor
Ronald John Lumley
BRADENTON, Florida
05

Office Locations

BRADENTON, Florida
1 advisor

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Data sourced from SEC Form ADV filings. TRUVESTMENTS CAPITAL LLC (CRD# 149094) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.