Trunorth Financial Services, Inc.
Firm details
- Headquarters
- Chambersburg, Pennsylvania
- CRD number
- 111308
- Registered since
- April 20, 2018
- Website
- trunorthfs.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.54%
- Individuals35.66%
- Charitable Organizations2.62%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Trunorth Financial Services, Inc. is an independent, individual-owned registered investment adviser that began its SEC registration in 2018. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, periodic publications, and educational workshops and seminars. Its billing is flexible, combining asset-based fees with hourly and fixed-fee arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities34%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$103M in ETFs
83%
$85.9M
1%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $17.9M | 236,942 | 17.31% |
Location
Chambersburg, PA
Franklin
Location
Chambersburg, PA
Headquartered in Chambersburg, PA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the Northeast.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- Northeast
- County
- Franklin
- Address
- 425 Phoenix Dr
- Time zone
- ET (UTC-5)
- Office locations
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