Dakota
Dakota
Book a Demo
Talk to an Expert

Trumbower Financial Advisors

EST. AUM
$1,984,731,510

CONTACTS
8

CLIENT ACCOUNTS
964

Firm Details

Metro area Washington, DC
CRD Number 107495
Website trufinancial.com
Client types

Overview

$1.7B RIA in Bethesda where Thomas Jeppesen is the best point of contact for manager research. They are fans of active manager both in US and International. Usually pick 2 managers per style box, and around 7 managers for International. Only do MF business and need to see at least $100m in fund AUM. Currently not considering alternative investments.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy