Investment adviser · CRD 172294
TRUENOTE INVESTMENT ADVISORS, INC.
Investment adviser filing (IA)
EL CERRITO, CA, United States · Form ADV filed Feb 24, 2022
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 60 | Not reported | Not reported |
| High-net-worth individuals | 15 | Not reported | Not reported |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1609385 · Feb 24, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
6333 POTRERO AVENUEEL CERRITO, CA, 94530, United States
CRD 172294
Filing source
Form ADV 1609385 · Feb 24, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.