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 RIA organized as an LLC and operating as a capital allocator to both individuals/families and institutional clients. The firm provides a mix of fee arrangements (percentage of AUM, fixed fees and other structures) and offers financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting, and client education through publications and seminars. TRU Independence also operates as a registered representative of a broker-dealer and as an insurance broker, and lists affiliations with another investment adviser and an insurance company. The adviser is not positioned as an ESG-focused manager.
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
Leslie Watson
Managing DirectorCRD 4476383
Jennifer Flickinger
Director, Advisor ExperienceCRD 4134402
Laura Olney
AssociateCRD 7141221
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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