Overview
Assets Under Management: $531 million
Headquarters: KALAMAZOO, MI
High-Net-Worth Clients: 149
Average Client Assets: $3 million
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