Overview
Assets Under Management: $258 million
Headquarters: CHAMBERSBURG, PA
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Frequently Asked Questions
TRUNORTH FINANCIAL SERVICES, INC. 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 #111308), TRUNORTH FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
TRUNORTH FINANCIAL SERVICES, INC. is headquartered in CHAMBERSBURG, PA.
TRUNORTH FINANCIAL SERVICES, INC. serves 63 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, TRUNORTH FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
TRUNORTH FINANCIAL SERVICES, INC. manages $258 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, TRUNORTH FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.07
Average High-Net-Worth Client Assets: $2 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