Intrua Financial LLC is a large advisory firm based in Houston. It manages $542.98 million of regulatory assets for 2,107 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, California, Florida, and 11 other states.
Intrua Financial provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and wrap fee program. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intrua Financial LLC is $542.98 million. The firm's AUM has grown by 413% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Intrua Financial LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Intrua Financial is individuals with 1,977 clients and $294.78 million of assets under management. Among the 9 most similar advisory firms, Intrua Financial has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $542.98 million for 2,106 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Intrua Financial doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. 27 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Intrua Financial LLC performs its advisory services is located at 3737 Buffalo Speedway, Houston, TX 77098, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-355-9910 or by fax 713-355-1910. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at intrua.com.