TRU Independence Asset Management 2, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 309098
- Registered since
- May 27, 2020
- Website
- www.tru-ind.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.13%
- Corporations / Businesses36.31%
- Pension & Profit Sharing Plans5.06%
- Individuals3.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
TRU Independence Asset Management 2, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its fee arrangements include percentage-of-assets and fixed-fee engagements. The firm reports no active ESG investing program and is not identified as a capital allocator. Industry affiliations listed include relationships with a broker‑dealer, another investment adviser, and an insurance company, suggesting access to intermediary services and product support beyond in‑house offerings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds11%
- Private Funds6%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Kevin Miller
Chief Legal OfficerCRD 4133001
David Vaughan
Chief Financial OfficerCRD 2603399
Stacy Sizemore
Chief Compliance OfficerCRD 4052029
Contacts
3 of 7
Robert Walter
PresidentCRD 2507287
Jeffrey Griswold
Wealth AdvisorCRD 4654185
Nicolas Castano
Wealth AdvisorCRD 7951900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$132M in ETFs
45%
$59.9M
54%
$72.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $17.6M | 453,945 | 13.32% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 15350 Sw Sequoia Pkwy
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Rutherford Investment Management
RIAPortland, OR
Portland Private Wealth Management, Inc.
RIAPortland, OR
Continuity Wealth Management, Corp.
RIAPortland, OR
Financial Investment Team ("Fit")
RIAPortland, OR
TRU Independence Asset Management, LLC
RIAPortland, OR
Sortis Fund Manager, LLC
RIAPortland, OR