Truvium Financial Group
Financial Services • 
Armonk, New York, United States • 11-20 Employees
Company overview
| Headquarters | 80 Business Park Drive, Suite 207, Armonk, NY 10504, US |
| Phone number | +19146038317 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Risk Management, Insurance Planning, Asset Protection, Wealth Management, Cash Flow Management, Business Succession, Retirement Planning, Financial Planning, Investment Advisory, Estate Planning, Distribution Planning, Executive Bonus Plans |
| Employees | 11-20 |
| Socials |
Key Contacts at Truvium Financial Group
Gregory Myers
Director Of Business Development
Gregory Myers
Director Of Business Development
Nicholas Palumbo
Founder Eagle Performance Academy
Nicholas R Palumbo
Founder And Ceo
Truvium Financial Group Email Formats
Truvium Financial Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@truviumfinancial.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@truviumfinancial.com | 50% |
{first initial} | j@truviumfinancial.com | 30% |
{first name} | john@truviumfinancial.com | 20% |
About Truvium Financial Group
Proven one client at a time, Truvium Financial Group helps clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models, rigorously stress-tested before execution. We're committed to positive change, moving beyond pre-2008 product-focused, financial advisory to fact-based decision making that eliminates opinions and uncoordinated action. To us, the surest path to sustainable financial health is by viewing it as a holistic process and then embracing 21st century technologies and tools to get there. Visit Us Online at www.TruviumFinancial.com for the very latest news, trends and wealth management strategies. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 17 Lumber Road, Roslyn NY, ph# 516.334.4900. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Truvium Financial is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Truvium Financial Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-99197 exp 4/22
Truvium Financial Group revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Truvium Financial Group has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
Truvium Financial Group has never raised funding before.
Truvium Financial Group Tech Stack
Discover the technologies and tools that power Truvium Financial Group's digital infrastructure, from frameworks to analytics platforms.
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