Truth Of Investing LLC (Conway)

Truth Of Investing LLC is an adviser based in Conway. It manages $27.04 million of regulatory assets for 321 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, Florida, Kentucky, and 3 other states.

Truth Of Investing provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Truth Of Investing: assets under management

The assets under management (AUM) of Truth Of Investing LLC is $27.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.24 thousand each.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Truth Of Investing LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Truth Of Investing serves?

The only and largest group of clients of Truth Of Investing is individuals with 321 clients and $27.04 million of assets under management. Among the 2 most similar advisory firms, Truth Of Investing has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $27.04 million for 321 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Truth Of Investing doesn't advise any private funds.

Careers at Truth Of Investing LLC

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Robert Cloutier	Managing member/chief compliance officer	1 Feb 2016	75% - 100%	5410425
Anthony R Cloutier	Managing member/chief compliance officer	1 Jun 2016	75% - 100%	5410425

Based in Conway

The principal office where Truth Of Investing LLC performs its advisory services is located at 66 Main St, Conway, NH 03818 The mailing address of the firm is 66 Main St, Conway, NH 03818. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 16036620331. The normal business hours are 9:00am - 4:00pm on Monday - Friday.