|
⚲
|
| Trunorth Capital Management LLC
✚
|
|
|---|---|
| CRD # | 165285 |
| SEC # | 801-119211 |
| CIK # | |
| AUM | $294.6 MM (2023-03-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 877-469-0446 |
| Address | 1321 S Westnedge Avenue Kalamazoo, MI 49008 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 54.3 |
| (b) Individuals (high net worth individuals) | 84 | 214.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 19.5 |
| (h) Charitable organizations | 0 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 726 | 294.6 |
| By Discretionary | ||
| Discretionary | 726 | 294.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 726 | 294.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.6 | |
| Total | 726 | 294.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Proctor Financial Inc
✚
|
MA | 0.3 |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Whitcomb & Hess Inc
✚
|
OH | 0.3 |
|
Aspire Private Capital LLC
✚
|
NC | 0.3 |
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.3 |
|
Webb Advisors Incorporated
✚
|
MN | 0.3 |
|
Sterling Group Wealth Management LLC
✚
|
CA | 0.3 |
|
Armor Investment Advisors LLC
✚
|
NC | 0.3 |
|
Impact Partnership Wealth LLC
✚
|
GA | 0.3 |
|
DLK Investment Management LLC
✚
|
CA | 0.3 |