Tru Independence Asset Management, LLC

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Total assets under management

$575,284,516

Total clients

1,249

68% high-net worth

Total advisors

of 42 employees

Firm size

Multi Team

Average clients per advisor

114

Average account size

$460,596

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Tru Independence Asset Management, LLC

15350 Sw Sequoia Parkway, Suite 250

Portland OR 97224, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (971) 371-3444

Advisors at this firm

Maria L

Series 63, Series 65, Series 66

Charlotte, NC

Tru Independence Asset Management, LLC

Maxwell C

Series 63, Series 65

Portland, OR

Tru Independence Asset Management, LLC

Jason R

Series 66

Charlotte, NC

Tru Independence Asset Management, LLC

Leslie W

CFP®, Series 63, Series 66

Portland, OR

Tru Independence Asset Management, LLC

Laura O

CFP®, Series 66

Charlotte, NC

Tru Independence Asset Management, LLC

Victoria W

CFP®, Series 63, Series 66

Charlotte, NC

Tru Independence Asset Management, LLC

Jennifer F

Series 66

Corsicana, TX

Tru Independence Asset Management, LLC

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