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 registered investment adviser operating as a corporation and SEC-registered since 2018. The firm serves both individual/family and institutional clients and is owned by an individual. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, supplemented by client education through newsletters and seminars. Fee arrangements are mixed: the firm charges a percentage of AUM and also uses hourly and fixed-fee engagements. Trunorth does not identify as an active ESG investor, is not a multi-state adviser, and is not a capital allocator or pension consultant based on the available disclosures.
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
1 of 1CHRISTOPHER JACKSON
President, CEOCRD 6039756
Contacts
2 of 2Noah Eshenaur
Junior Portfolio ManagerCRD 7611815
Kristin Ramsay
Financial PlanningCRD 7544286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$88.2M in ETFs
83%
$73M
<1%
$15.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $15.9M | 227,073 | 18.06% |
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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