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TRUFTON INVESTMENT MANAGEMENT, INC.
CRD 113174
495 NEW ROCHELLE ROAD, SUITE 2B, BRONXVILLE, NY, 10708, United States
Phone
914/840-1500
Fax
914/840-1500
Registration
— (—)
Source
State registered
Total AUM
$21.5M
Discretionary AUM
$21.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $4.3M |
| High net worth individuals | 9 | $17.3M |
Official SEC filing: View on IAPD