|
⚲
|
| TRU Independence Asset Management 2
✚
| |
|---|---|
| CRD # | 309098 |
| SEC # | 801-118810 |
| CIK # | 0001849497 |
| AUM | $117.2 MM (2024-06-02) |
| Employees | 36 (11% Investors, 0% Brokers) |
| Phone | 971-371-3444 |
| Address | 15350 SW Sequoia Parkway, Portland, OR 97224 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.6 |
| (b) Individuals (high net worth individuals) | 25 | 56.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 57.5 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 117.2 |
| By Discretionary | ||
| Discretionary | 55 | 113.7 |
| Non-Discretionary | 4 | 3.5 |
| Total | 59 | 117.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 60.5 | |
| United States Persons | 56.7 | |
| Total | 59 | 117.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001849497] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Silicon Private Wealth LLC
✚
|
CA | 0.1 |
|
Laguna Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |
|
Alpha Capital Advisors Inc
✚
|
ME | 0.1 |
|
Desert Rose Capital Management Inc
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|
ID | 0.1 |
|
Retirement Income Strategies LLC
✚
|
WI | 0.1 |
|
Bright Investments LLC
✚
|
AL | 0.1 |
|
Riverchase Wealth Management LLC
✚
|
TX | 0.1 |
|
Blakely Walters Wealth Management LLC
✚
|
AZ | 0.1 |