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Truenote Investment Advisors, Inc.
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EL Cerrito, California
Under $1 billion AUM
1 office

Truenote Investment Advisors, Inc. is based in EL Cerrito, California and has under $1 billion in assets under management.

Location
6333 Potrero Avenue
EL Cerrito, CA 94530
Contact
AUM Share
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Under $1 billion
Assets under management
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2
Employees
2
Investment analysts
100% of total employees
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Under $1 billion
Assets under management
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Compensation

Truenote Investment Advisors, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

Truenote Investment Advisors, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Business activities
  • Registered representative of a broker-dealer
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CRD number 172,294
SEC number 801-81117
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date February 14, 2020

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