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Truadvisors Financial, LLC

● SEC registered since 2025CRD 170564SEC# 801-132751Tampa, FL
Export (members)
Reg. AUM
$100M
Employees
3
Accounts
301
Location
Tampa, FL

Truadvisors Financial, LLC assets under management

Truadvisors Financial, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2025. It reports $100 million in regulatory assets under management and employs 3 people.

Truadvisors Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Kenneth Moll ControlPresident/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Truadvisors Financial, LLC manage?

Truadvisors Financial, LLC reports $100 million in regulatory assets under management on its Form ADV.

How many employees does Truadvisors Financial, LLC have?

Truadvisors Financial, LLC reports 3 employees.

Where is Truadvisors Financial, LLC located?

Truadvisors Financial, LLC is based in Tampa, FL and has been SEC-registered since 2025.

Does Truadvisors Financial, LLC disclose fund performance?

Truadvisors Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2202 N West Shore Blvd, Suite 200, Tampa, FL 33607
Phone(813) 212-4000
Fax(813) 212-4444
Office hours9a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$97.5M
Non-discretionary$2.5M
Total (RAUM)$100M