TRU Independence Asset Management, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 168256
- Registered since
- November 5, 2013
- Website
- www.tru-ind.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI79%
- Individuals20.97%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
TRU Independence Asset Management, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2013. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining fee-based portfolio management and financial planning with distribution and insurance activities through registered-rep and insurance-broker roles. Its advisory services include portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers, alongside publishing newsletters and running educational seminars. The firm is not identified as an active ESG investor and reports a related adviser and ties to an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds34%
- Private Funds4%
- Other2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Stacy Sizemore
Chief Compliance OfficerCRD 4052029
Kevin Miller
Chief Legal OfficerCRD 4133001
David Vaughan
Chief Financial OfficerCRD 2603399
Contacts
3 of 8
Maxwell Camp
DirectorCRD 6260187
Jason Rericha
Managing DirectorCRD 5399678
Victoria Waldman
AssociateCRD 6856001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$277M in ETFs
60%
$168M
38%
$110M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $23.7M | 534,791 | 8.55% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 15350 Sw Sequoia Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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