Trunorth Financial LLC

Overview

Trunorth Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational workshops. It also functions as an insurance broker, which shapes its product mix — annuities and other insurance solutions appear alongside traditional investment management. Investment activity is centered on discretionary management delivered through pooled public funds and mutual funds rather than direct-stock strategies or heavy use of exchange-traded products. The firm is not an active ESG investor and does not identify as a multi-state or pension consultant adviser. Fee arrangements are flexible: percentage of AUM, hourly fees, and fixed-fee engagements are all offered, allowing the firm to serve smaller and mid-sized clients as well as conduct one-off planning or workshop work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices