Overview
Assets Under Management: $1.1 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 930
Average Client Assets: $911,568
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 930
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.98
Average High-Net-Worth Client Assets: $911,568
Total Client Accounts: 1,743
Discretionary Accounts: 1,743
Regulatory Filings
CRD Number: 107793
Last Filing Date: 2025-02-18 00:00:00
Website: https://tru-ind.com