Overview
Assets Under Management: $217 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 185
Average Client Assets: $673,625
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.41
Average High-Net-Worth Client Assets: $673,625
Total Client Accounts: 264
Discretionary Accounts: 260
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 309098
Last Filing Date: 2025-02-11 00:00:00
Website: https://tru-ind.com