Truhlar Financial Strategies, Inc. (Boulder)

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.

Truhlar Financial Strategies: assets under management

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 firm manages $33.53 million in discretionary accounts and $8.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $465.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $794 thousand.

Fees & Commissions

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.

Careers at Truhlar Financial Strategies, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Francis Truhlar	President	1 Nov 1981	75% - 100%	802185
Jolie Jacqueline Wolf	Compliance officer	1 Jun 2004	Other	1412335

Based in Boulder

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.