Truell Financial LLC

Overview

Truell Financial LLC is a small, independent registered investment adviser focused on serving individual and family clients and small businesses. The firm offers financial planning and discretionary portfolio management, charging fees by percentage of assets under management as well as hourly and fixed-fee arrangements. Investment activity centers on public equities, with a preference for exchange-traded securities for primary portfolio exposure. Given the firm’s client base and service set, its investment approach appears tailored to straightforward equity allocation and cash/liquid management, supplemented by access to third-party alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices