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Bank / Wealth / TrustRIA · CRD 141602SEC-Registered

Updated:

Trueman Brown

Trueman Brown is an SEC-registered investment adviser in Lake Zurich, IL, registered since 2021. The firm manages $196 million in assets, with $191 million...

Overview

Trueman Brown is an SEC-registered investment adviser in Lake Zurich, IL, registered since 2021. The firm manages $196 million in assets, with $191 million on a discretionary basis. It employs 2 people, including 1 investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

Location

Region

North America

Country

United States

City

Lake Zurich

Corporate office

Lake Zurich, IL, United States

Sector focus

Wealth Management

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