|
⚲
|
| TRU Independence Asset Management LLC
✚
| |
|---|---|
| CRD # | 168256 |
| SEC # | 801-78748 |
| CIK # | 0001785445 |
| AUM | $557.2 MM (2024-07-15) |
| Employees | 37 (19% Investors, 11% Brokers) |
| Phone | 971-371-3444 |
| Address | 15350 SW Sequoia Parkway Portland, OR 97224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| GM | 49.6 | 0.0 | |
| BAC | 278.3 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| GLW | 27.4 | 0.0 | |
| ALL | 34.6 | 0.0 | |
| TGI | 0.8 | 0.0 | |
| WFC | 152.3 | 0.0 | |
| SPG | 32.6 | 0.0 | |
| FDX | 62.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393 | 51.0 |
| (b) Individuals (high net worth individuals) | 808 | 484.4 |
| (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 | 5 | 17.6 |
| (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 | 6 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,215 | 557.2 |
| By Discretionary | ||
| Discretionary | 1,139 | 543.9 |
| Non-Discretionary | 76 | 13.3 |
| Total | 1,215 | 557.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 557.2 | |
| Total | 1,215 | 557.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001785445] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kaiser Partner Financial Advisors Ltd
✚
|
0.6 | |
|
First Affirmative Financial Network LLC
✚
|
CO | 0.6 |
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.6 |
|
True Wealth Design LLC
✚
|
OH | 0.6 |
|
Ascension Capital Advisors Inc
✚
|
TX | 0.6 |
|
Sage Capital Advisors LLC
✚
|
SD | 0.6 |
|
Centurion Wealth Management LLC
✚
|
VA | 0.6 |
|
Wealth Management Associates Inc
✚
|
NJ | 0.6 |
|
Preisz Associates Inc
✚
|
OR | 0.6 |
|
Capital Planning LLC
✚
|
WA | 0.5 |