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Trueman Brown, LLC (Rolling Meadows)


Trueman Brown, LLC is an adviser based in Rolling Meadows. It manages $61.33 million of regulatory assets for 296 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Illinois.

Trueman Brown provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trueman Brown: assets under management

The assets under management (AUM) of Trueman Brown, LLC is $61.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $207.21 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trueman Brown, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.

Based in Rolling Meadows

The principal office where Trueman Brown, LLC performs its advisory services is located at 1600 Golf Road, Rolling Meadows, IL 60008, 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 847-228-1968 or by fax 847-228-6167. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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