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TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
HEALTHCARE COMMUNITY SECURITIES CORPORATION
CRD 36026 · SEC 801-67370
ONE EMPIRE DRIVE, RENSSELAER, NY, 12144, United States
Phone
518-431-7600
Fax
518-431-7601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.06B
Discretionary AUM
$60.1M
Team
11 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 48 | $5.05B |
States served
NJ, NY, PA, CT
All web addresses on file
Official SEC filing: View on IAPD