TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2013
Total AUM
$337M
Discretionary
$337M
100% of AUM
Avg account
$318K
Accounts
1,059
Employees
24
Advisory reps
12

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, SEC-registered 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, offering a mix of portfolio management and financial planning services alongside educational publications and seminars. It also operates as a registered representative of a broker‑dealer and as an insurance broker, and maintains a related adviser relationship. The firm reports a fee model that includes asset‑based and fixed fees, plus other fee arrangements. It is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 34%, Private Funds 4%, Other 2%, Cash & Cash Equivalents 1%59%
  • 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 9

  • MAXWELL CAMP

    DirectorCRD 6260187

  • Jason Rericha

    Managing DirectorCRD 5399678

  • Victoria Waldman

    AssociateCRD 6856001

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 93

Active vs passive

$244M in ETFs

Passive

60%

$147M

Active

39%

$96.9M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$20.5M528,0638.42%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth