Overview
Assets Under Management: $711 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 855
Average Client Assets: $587,594
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 855
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.71
Average High-Net-Worth Client Assets: $587,594
Total Client Accounts: 2,138
Discretionary Accounts: 2,100
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 306483
Filing ID: 1952099
Last Filing Date: 2025-03-10 15:25:00
Website: https://tru-ind.com