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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TRU Independence Asset Management 2 LLC
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|---|---|
| CRD # | 309098 |
| SEC # | 801-118810 |
| CIK # | 0001849497 |
| AUM | $217.1 M (2025-03-06) |
| Employees | 33 (12% Investors, 0% Brokers) |
| Phone | 971-371-3444 |
| Address | 15350 SW Sequoia Parkway, Portland, OR 97224 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 3.5 | ||
| Amazon Com Inc | 3.4 | ||
| Facebook Inc | 2.1 | ||
| Microsoft Corp | 1.9 | ||
| Apple Inc | 1.7 | ||
| Nvidia Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 6.9 |
| (b) Individuals (high net worth individuals) | 185 | 124.6 |
| (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 | 1 | 0.7 |
| (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 | 25 | 84.9 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 217.1 |
| By Discretionary | ||
| Discretionary | 260 | 213.6 |
| Non-Discretionary | 4 | 3.5 |
| Total | 264 | 217.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 56.9 | |
| United States Persons | 160.2 | |
| Total | 264 | 217.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001849497] |
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|---|---|---|
|
Kailix Advisors LLC
✚
|
FL | 0.2 |
|
Binnacle Investments Inc
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IA | 0.2 |
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Financial Futures Limited Liability Company
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NJ | 0.2 |
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Western Pacific Wealth Management LP
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IL | 0.2 |
|
Beadell A D Investment Counsel Inc
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WI | 0.2 |
|
Wealth Management Group of North America LLC
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|
CT | 0.2 |
|
Horizon Wealth Advisors LLC
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|
0.2 | |
|
Revere Asset Management Inc
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|
TX | 0.2 |
|
Bazis Private Wealth LLC
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|
NE | 0.2 |
|
Apex Capital Management LLC
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|
LA | 0.2 |