TRU Independence Asset Management 2, LLC

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Client assets under management

$155,211,146

Clients

263

82% high-net worth

Advisors

of 33 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$590,156

Client services

Financial planning Portfolio management Pension consulting

Main office location

TRU Independence Asset Management 2, LLC

15350 Sw Sequoia Parkway,, Suite 250

Portland OR 97224, United States

Number of offices

Most active in

California · Oregon · Tennessee · Texas

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.

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

Daniel M

Series 63, Series 66

La Jolla, CA

TRU Independence Asset Management 2, LLC

Robert R

Series 66

Manhattan Beach, CA

TRU Independence Asset Management 2, LLC

Robert Robinson is a financial advisor at Checchi Capital Advisers, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Boston Private Wealth LLC and Oppenheimer & Co. Inc. Robinson is based in Beverly Hills, CA. Checchi Capital Advisers provides discretionary portfolio management and sub-advisory services to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, and insurance-dedicated funds. The firm employs proprietary statistical models and an index-replication approach to construct globally diversified equity and fixed-income portfolios with an emphasis on diversification, tax optimization, and low turnover.

Jeffrey G

Series 63, Series 66

Franklin, TN

TRU Independence Asset Management 2, LLC

Abigail C

Series 66

Glendora, CA

TRU Independence Asset Management 2, LLC

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