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 RIA organized as an LLC and SEC-registered since 2020. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its fee arrangements include both percentage-of-AUM and fixed-fee models. The firm is not positioned as a capital allocator, does not describe itself as an active ESG investor, and is not identified as a multi-state adviser in the snapshot data. Industry affiliations include relationships with a broker-dealer, another investment adviser, and an insurance company.
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 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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