Trumbower Financial Advisors LLC
● SEC registered since 1996CRD 107495SEC# 801-51817Bethesda, MD
Reg. AUM
$1.98B
Employees
11
Accounts
964
Location
Bethesda, MD
Trumbower Financial Advisors LLC assets under management
Trumbower Financial Advisors LLC is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 1996. It reports $2 billion in regulatory assets under management and employs 11 people.
Trumbower Financial Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Lynn Bresnan | Chief Compliance Officer | Under 5% | 2019 |
| Victoria Martha Trumbower Control | Managing Member | Over 75% | 1996 |
Frequently asked questions
How much does Trumbower Financial Advisors LLC manage?
Trumbower Financial Advisors LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Trumbower Financial Advisors LLC have?
Trumbower Financial Advisors LLC reports 11 employees.
Where is Trumbower Financial Advisors LLC located?
Trumbower Financial Advisors LLC is based in Bethesda, MD and has been SEC-registered since 1996.
Does Trumbower Financial Advisors LLC disclose fund performance?
Trumbower Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814-5330 |
| Phone | 301-215-8340 |
| Fax | 301-215-8345 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.98B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.98Bregulatory AUM
Discretionary $329.7MNon-discretionary $1.66B