TRU Independence Asset Management, LLC

RIASEC Registered

Total AUM

$337M

Discretionary

$337M

100% of AUM

Avg account

$318K

Accounts

1,059

Employees

Advisory reps

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

FINTRX

Overview

TRU Independence Asset Management, LLC is an independent RIA organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm is registered with the SEC; it registered in 2013. Its business model blends advisory services with broker-dealer and insurance-broker activities—advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational publications and seminars. Fee arrangements include percentage-of-AUM, fixed fees and other structures. The firm is identified as a related adviser with affiliations to another investment adviser and an insurance company. TRU Independence does not position itself as an ESG investor.