← Back to list

HEALTHCARE COMMUNITY SECURITIES CORPORATION

UUID86d1f671-097a-5d8d-8817-e8b5e3c726a2
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 36026 36026 1.0
sec_file_number 801-67370 801-67370

Profile

WebsiteHTTP://WWW.TRUEPLANADVISORS.COM
HQ CityRENSSELAER
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • TRUEPLAN BENEFIT AND RETIREMENT ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)4,551,889,453.0
  • RAUM (discretionary)6,570,839.0
  • Actionable assets4,551,889,453.0
  • Accounts110.0

Institutional Clients

  • Government AUM
  • Pension AUM4,546,282,226.0
  • Charitable AUM
  • HNW AUM

As of 2025-03-20 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.