Trunorth Financial Services, Inc.
Firm details
- Headquarters
- Chambersburg, Pennsylvania
- CRD number
- 111308
- Registered since
- April 20, 2018
- Website
- trunorthfs.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.54%
- Individuals35.66%
- Charitable Organizations2.62%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Trunorth Financial Services, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2018. Ownership is held by an individual and the firm serves both individuals/families and institutional clients. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, along with client education through newsletters and seminars/workshops. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds58%
- Exchange Traded Equities34%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
1 of 1
Christopher Jackson
President, CEOCRD 6039756
Contacts
2 of 2
Noah Eshenaur
Junior Portfolio ManagerCRD 7611815
Kristin Ramsay
Financial PlanningCRD 7544286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$99.8M in ETFs
83%
$82.9M
1%
$17M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $17.9M | 236,045 | 17.92% |
Location
Chambersburg, PA
Franklin
Location
Chambersburg, PA
Headquartered in Chambersburg, PA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the Northeast.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- Northeast
- County
- Franklin
- Address
- 425 Phoenix Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Invicta Advisors LLC
RIAOakmont, PA
PTM Wealth Management, LLC
RIANorth Wales, PA
Chronometer Partners LP
RIAPittsburgh, PA
Prepared Retirement Institute LLC
RIAMontgomeryville, PA
WMS Wealth Planners
RIAPittsburgh, PA
Marquette Associates, Inc.
RIAWest Chester, PA