Intrua Financial, a regional investment advisory firm headquartered in Houston, TX, is dedicated to providing comprehensive financial solutions to its clients. With a team of 42 employees, 29 of whom are highly skilled investment advisors, they offer expert guidance and tailored strategies to help individuals and organizations achieve their financial goals.
The firm manages an impressive average of approximately $120,110,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' success.
With over 2,600 individual clients and assets under management surpassing $1,046,286,000, Intrua Financial demonstrates its ability to effectively handle portfolios of all sizes. Their expertise in managing employer 401Ks and individual assets is particularly notable, as these categories contribute to approximately half of their total assets under management.
A significant portion of the assets they manage, approximately 89%, is discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients. Additionally, Intrua Financial offers services as a registered representative of a broker-dealer, insurance broker, or agent, providing clients with comprehensive financial solutions.
With 11 offices spread across the region, Intrua Financial ensures accessibility and convenience for their clients. The firm boasts a team of seasoned advisors, including industry veterans like Alan Hawkins, Thomas Williams, and Courtney Garner, who bring a wealth of knowledge and experience to their clientele.
Intrua Financial's commitment to delivering personalized financial guidance, their robust asset management capabilities, and their extensive range of services make them a trusted partner for individuals and organizations seeking sound financial advice in the Houston, TX area and beyond.