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, SEC-registered advisory firm organized as an LLC and registered in 2020. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals, small businesses and institutions, plus pension consulting. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. Regulatory filings indicate the adviser is related to at least one other adviser and does not identify as 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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