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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TRU Independence Asset Management LLC
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| CRD # | 168256 |
| SEC # | 801-78748 |
| CIK # | 0001785445 |
| AUM | $575.3 M (2025-06-10) |
| Employees | 33 (12% Investors, 9% Brokers) |
| Phone | 971-371-3444 |
| Address | 15350 SW Sequoia Parkway Portland, OR 97224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| General Motors Co | 0.0 | ||
| Corning Inc /NY | 0.0 | ||
| AT&T Inc | 0.0 | ||
| Boeing Co | 0.0 | ||
| Allstate Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Unilever PLC | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 394 | 55.7 |
| (b) Individuals (high net worth individuals) | 855 | 510.0 |
| (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 | 2 | 2.9 |
| (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 | 10 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,261 | 575.3 |
| By Discretionary | ||
| Discretionary | 1,255 | 573.7 |
| Non-Discretionary | 6 | 1.5 |
| Total | 1,261 | 575.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 575.3 | |
| Total | 1,261 | 575.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001785445] |
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|---|---|---|
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Sage Capital Advisors LLC
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SD | 0.6 |
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IA | 0.6 |
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AL | 0.6 |
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ABG Consultants LLC
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UT | 0.6 |
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The Jentner Corporation
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OH | 0.6 |
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Hapanowicz & Associates Financial Services Inc
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PA | 0.6 |
|
The Retirement Solution LLC
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WA | 0.6 |
|
Rockport Wealth LLC
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OH | 0.6 |
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van Den Berg Management I Inc
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TX | 0.6 |