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TRUMBOWER FINANCIAL ADVISORS LLC

CRD 107495 · SEC 801-51817

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3 BETHESDA METRO CENTER, STE 340, BETHESDA, MD, 20814-5330, United States

Phone

301-215-8340

Fax

301-215-8345

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.98B

Discretionary AUM

$329.7M

Team

11 total employees; 8 advisory reps; 23 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals87$34.1M
High net worth individuals159$1.95B

States served

AZ, CA, DC, LA, MD, MA, NJ, NY, SC, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD