Trubuzz Inc. (Irvine)

Name: Trubuzz Inc.
Address: 83 Trailwood, Irvine, CA, 92620
Telephone: (714) 299-8858

Trubuzz Inc. is a large advisory firm based in Irvine. It manages $104.61 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Trubuzz provides portfolio management for individuals and small businesses, publication of newsletters, security ratings or pricing services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trubuzz: assets under management

The assets under management (AUM) of Trubuzz Inc. is $104.61 million. The firm's AUM has grown by 3% since the beginning of its operation, and $104.61 million of the total AUM is attributable to clients outside of the United States.

The firm manages $83.57 million in discretionary accounts and $21.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.29 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $212.51 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio. Investments in investment and business development companies form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trubuzz Inc. for their services and products based on a percentage of assets under management, subscription fees, and performance-based 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.

What kind of clients Trubuzz serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Trubuzz is high net worth individuals with 17 clients and $100.73 million of assets under management. Among the 9 most similar advisory firms, Trubuzz has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $104.61 million for 108 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Trubuzz doesn't advise any private funds.

Careers at Trubuzz Inc.

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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
Hsiencheng Martin Chen	Managing member & chief compliance officer	1 Dec 2013	75% - 100%	6608626

Based in Irvine

The principal office where Trubuzz Inc. performs its advisory services is located at 83 Trailwood, Irvine, CA 92620, 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 (714) 299-8858 or by fax N/A. The normal business hours are office visits by appointment only on Other. You can find more information about the New York firm at trubuzz.com.