SEC CRD #801-106767
Intrua Financial is a wealth management and financial advisory firm that provides comprehensive wealth management, estate and legacy planning, risk management, retirement planning, and tax strategy services to clients. The firm manages approximately $2.2B in client assets under advisement.
LINDSEY BOETTIGHEIMER
CCO
📞 (713) 355-9910
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AUM
$1.7B
Check Size
$14M–$14M
Location
HOUSTON, TX
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