TRUHLAR FINANCIAL STRATEGIES, INC.
TRUHLAR FINANCIAL STRATEGIES, INC. of BOULDER, CO is an SEC-registered investment adviser (CRD 114579). Regulatory assets under management: $42.3M.
Registration
- CRD: 114579
- SEC file number: 801-64001
- Type: Registered investment adviser
- Location: 2960 CENTER GREEN COURT, SUITE 100, BOULDER, CO, 80301
- Phone: 303-444-7161
- Latest filing: 2007-04-30
- Regulatory AUM: $42.3M
- Discretionary AUM: $33.5M
- Non-discretionary AUM: $8.7M
- Clients: 1
- Accounts: 83
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WOLF JOLIE JACQUELINE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| TRUHLAR JOHN FRANCIS | PRESIDENT | — |
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