Overview
Assets Under Management: $258 million
Headquarters: CHAMBERSBURG, PA
High-Net-Worth Clients: 3
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.35
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 1,085
Discretionary Accounts: 1,085
Regulatory Filings
CRD Number: 111308
Filing ID: 1957722
Last Filing Date: 2025-03-24 10:36:00
Website: https://trunorthfs.com