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
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.75%
- Individuals9.51%
- Pension & Profit Sharing Plans1.72%
- Corporations / Businesses1.02%
- 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 SEC-registered since 2020. FINTRX classifies the firm as serving both individual/family and institutional clients and notes an ownership structure that includes a domestic entity and an individual. The firm charges asset-based fees and fixed fees, and its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. FINTRX also flags the firm as having a related adviser and notes industry affiliations that include a broker-dealer and an insurance company. The data indicates the firm is not an active ESG investor.
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
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Stacy Sizemore
Chief Compliance OfficerCRD 4052029
Kevin Miller
Chief Legal OfficerCRD 4133001
David Vaughan
Chief Financial OfficerCRD 2603399
Contacts
3 of 4
Jeffrey Griswold
Wealth AdvisorCRD 4654185
Robert Walter
PresidentCRD 2507287
Jennifer Vandusseldorp
Operations ManagerCRD 7250146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$148M in ETFs
48%
$70.9M
52%
$77.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $20.2M | 455,590 | 13.63% |
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
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