Overview
Assets Under Management: $197 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 278
Average Client Assets: $600,491
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 278
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.81
Average High-Net-Worth Client Assets: $600,491
Total Client Accounts: 501
Discretionary Accounts: 501
Regulatory Filings
CRD Number: 306779
Last Filing Date: 2024-03-13 00:00:00
Website: https://tru-ind.com