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TRUSCO INVESTMENT MANAGEMENT, LLC
CRD 285736 · SEC 801-135647
2932 FOSTER CREIGHTON DR, NASHVILLE, TN, 37204, United States
Phone
615-351-6417
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.0M
Discretionary AUM
$104.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $73.0M |
States served
TN
All web addresses on file
Official SEC filing: View on IAPD