Overview
Assets Under Management: $531 million
Headquarters: KALAMAZOO, MI
High-Net-Worth Clients: 149
Average Client Assets: $3 million
Frequently Asked Questions
TRUNORTH CAPITAL MANAGEMENT, L.L.C. 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 #165285), TRUNORTH CAPITAL MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
TRUNORTH CAPITAL MANAGEMENT, L.L.C. is headquartered in KALAMAZOO, MI.
TRUNORTH CAPITAL MANAGEMENT, L.L.C. serves 149 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, TRUNORTH CAPITAL MANAGEMENT, L.L.C. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TRUNORTH CAPITAL MANAGEMENT, L.L.C. manages $531 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, TRUNORTH CAPITAL MANAGEMENT, L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.11
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 922
Discretionary Accounts: 922
Regulatory Filings
CRD Number: 165285
Last Filing Date: 2025-01-29 00:00:00
Website: https://trunorthcapital.com