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TRUMBOWER FINANCIAL ADVISORS LLC

dba TRUMBOWER FINANCIAL ADVISORS LLC · CRD 107495 · Registered Investment Adviser

TRUMBOWER FINANCIAL ADVISORS LLC is a Registered Investment Adviser headquartered in BETHESDA, MD. The firm reports $1,984,731,510 in regulatory assets under management across 964 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$329,656,330
Non-discretionary$1,655,075,180
Total RAUM$1,984,731,510
Accounts964

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 107495. adviserinfo.sec.gov/firm/summary/107495.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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