James Manale is a CFP-designated registered investment advisor at Intrua Financial, based in Houston, TX, with 3 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,227 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial manages investment portfolios for a fee based on the amount you invest. The fee is calculated as a percentage of your portfolio and is charged monthly or quarterly. The exact percentage may be negotiable.
Location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James provides administrative support to Intrua Financial, an independent investment advisor firm, since 2022. This takes nearly full-time.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
State Registrations26 states
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