HEALTHCARE COMMUNITY SECURITIES CORPORATION
Doing business as TRUEPLAN BENEFIT AND RETIREMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$5,057,880,906
Discretionary
$60,122,451
Non-discretionary
$4,997,758,455
Firm details
- CRD number
- 36026
- SEC file number
- 801-67370
- Main office
- RENSSELAER, NY, United States
- Employees
- 11
- SEC status
- Approved
- Website
- HTTP://WWW.TRUEPLANADVISORS.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.