Truhlar Financial Strategies, Inc. is an adviser based in Boulder. It manages $42.26 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Colorado.
Truhlar Financial Strategies provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Truhlar Financial Strategies, Inc. is $42.26 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Truhlar Financial Strategies, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Francis Truhlar has been acting as President since 1 Nov 1981. Jolie Jacqueline Wolf joined the executive team most recently as the Compliance Officer.
The principal office where Truhlar Financial Strategies, Inc. performs its advisory services is located at 2960 Center Green Court, Boulder, CO 80301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-444-7161 or by fax 303-444-4927. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.