Overview
Assets Under Management: $217 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 185
Average Client Assets: $673,625
Frequently Asked Questions
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309098), TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is subject to fiduciary duty under federal law.
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is headquartered in PORTLAND, OR.
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC serves 185 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC manages $217 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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