Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial charges fees for asset management, held away account services, third-party money managers, financial planning/consulting, and qualified retirement plan advisory services. The minimum account opening balance is $10,000, which may be negotiable based upon certain circumstances.
Areas of Practice
Advisor Information
Office location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alan operates Intrua Financial as a DBA for his LPL business and serves as an Investment Advisor Representative, dedicating nearly full-time hours to these activities. He also owns rental real estate and has business entities for tax/investment purposes, requiring minimal time.