| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Lynn Bresnan | Chief Compliance Officer | Under 5% | 2019 |
| Victoria Martha Trumbower Control | Managing Member | Over 75% | 1996 |
Trumbower Financial Advisors LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Trumbower Financial Advisors LLC reports 11 employees.
Trumbower Financial Advisors LLC is based in Bethesda, MD and has been SEC-registered since 1996.
Trumbower Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814-5330 |
| Phone | 301-215-8340 |
| Fax | 301-215-8345 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $240.4M |
| Non-discretionary | $1.59B |
| Total (RAUM) | $1.83B |