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| TRU Independence Asset Management LLC
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|---|---|
| CRD # | 168256 |
| SEC # | 801-78748 |
| CIK # | 0001785445 |
| AUM | 336.9 M (2026-03-31) |
| Employees | 24 (33% Investors, 21% Brokers) |
| Phone | 971-371-3444 |
| Address | 15350 SW Sequoia Parkway Portland, OR 97224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 447 | 70.6 |
| (b) Individuals (high net worth individuals) | 609 | 266.1 |
| (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 | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,059 | 336.9 |
| By Discretionary | ||
| Discretionary | 1,059 | 336.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,059 | 336.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.9 | |
| Total | 1,059 | 336.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001785445] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
J Hagan Capital Inc
✚
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KY | 341.8 M |
|
Smedley Financial Services Inc
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UT | 341.8 M |
|
Diversified Financial Management Associates Inc
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MA | 338.8 M |
|
Eiger Wealth Management LLC
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CA | 338.7 M |
|
Wetzel Investment Advisors Inc
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IN | 338.3 M |
|
Navigate Financial LLC
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UT | 337.9 M |
|
Assetgrade LLC
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MA | 337.7 M |
|
Bluedoor Private Wealth LLC
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MA | 337.3 M |
|
The Nalls Sherbakoff Group LLC
✚
|
TN | 337.1 M |
|
Cottage Street Advisors LLC
✚
|
MA | 333.8 M |