Truvestments Capital is an investment advisor in Sarasota with $282.73 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
263773363
SEC advisor number
801-112243
FINRA CRD number
291297
AUM ?
$362.69 mm
(as of 22 Feb 24)
Accounts
1,587
(as of 22 Feb 24)
Employees
12
(12 investment advisory or research)
Address
Truvestments Capital
5391 LAKEWOOD RANCH BLVD
SUITE #303
SARASOTA
FL 34240
5391 LAKEWOOD RANCH BLVD
SUITE #303
SARASOTA
FL 34240
Phone
9417533814
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21