TRUFINANCIAL REGISTERED INVESTMENT ADVISORY SERVICES, INC

TRUFINANCIAL REGISTERED INVESTMENT ADVISORY SERVICES, INC is an SEC-registered investment adviser (CRD 298639). Regulatory assets under management: $44.0M.

Registration

• CRD: 298639
• Type: Registered investment adviser
• Phone: (619) 886-4915
• Latest filing: 2026-03-27
• Regulatory AUM: $44.0M
• Discretionary AUM: $44.0M
• Clients: 2
• Accounts: 754

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 298639 on SEC IAPD (source of record)
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