Trh Financial LLC is a large advisory firm based in North Liberty. It manages $253.11 million of regulatory assets for 1,524 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, Florida, Illinois, Iowa, and Texas.
Trh Financial provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trh Financial LLC is $253.11 million. The firm's AUM has grown by 322% since the beginning of its operation, and $295.43 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Trh Financial LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Trh Financial is high net worth individuals with 112 clients and $149.95 million of assets under management. Among the 7 most similar advisory firms, Trh Financial has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $252.71 million for 493 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Trh Financial doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. 8 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.
The principal office where Trh Financial LLC performs its advisory services is located at 1210 Jordan St., Suite 3, North Liberty, IA 52317, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 319-626-3580 or by fax 319-626-3610. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at hawkinswealth.com and its LinkedIn profile.