Trueman Brown

Trueman Brown (CRD# 141602) is a financial advisory firm headquartered in Lake Zurich, IL. They manage $149,805,180 in 365 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
765 Ela Road, Suite 301, Lake Zurich, IL 60047
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $410,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, NY, PA

Financial Advisors at Trueman Brown
Showing 1 - 1 of 1 top financial advisors.
1
Roy Brown, financial advisor Lake Zurich IL
Roy W. Brown
CRD#: 2194463
765 Ela Road, Suite 301, Lake Zurich, IL 60047

Roy Brown (CRD# 2194463) is an Investment Advisor Representative working at Trueman Brown in Lake Zurich, IL and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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