Trumix Advisors
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 310222
- Registered since
- April 11, 2024
- Website
- www.trumixadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.45%
- Individuals24.61%
- Charitable Organizations0.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trumix Advisors is an independent, SEC-registered registered investment adviser that began reporting in 2024 and is owned by an individual. It focuses on fee-based wealth management for individuals and families, offering financial planning and portfolio management for both private clients and small businesses. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Trumix reports being an active ESG investor and does not operate as a capital allocator or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Public Funds/Mutual Funds8%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Kevin O`laughlin
Financial PlannerCRD 3268493
Tyler Engbrecht
FounderCRD 4888916
Grant Meyer
Founder and Financial PlannerCRD 5545777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$171M in ETFs
26%
$44.6M
42%
$126M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $24.9M | 342,136 | 14.55% |
Location
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3800 American Blvd W
- Time zone
- CT (UTC-6)
- Office locations
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