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TRUEMAN BROWN
TRUEMAN BROWN, LLC
CRD 141602 · SEC 801-120742
765 ELA ROAD, SUITE 301, LAKE ZURICH, IL, 60047, United States
Phone
847-228-1968
Fax
847-629-0161
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$196.1M
Discretionary AUM
$191.1M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $19.7M |
| High net worth individuals | 45 | $171.4M |
| Pension/profit sharing plans | 1 | $5.0M |
States served
IL, NY, PA, WI
Official SEC filing: View on IAPD