|
⚲
|
| Trunorth Financial LLC
✚
|
|
|---|---|
| CRD # | 331614 |
| SEC # | 801-134425 |
| CIK # | |
| AUM | $39.0 M (2026-02-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-741-7150 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 20.1 |
| (b) Individuals (high net worth individuals) | 9 | 18.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 251 | 39.0 |
| By Discretionary | ||
| Discretionary | 251 | 39.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 251 | 39.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 39.0 | |
| Total | 251 | 39.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brooks Wayne I
✚
|
NY | 0.1 |
|
Stash Wealth LLC
✚
|
NY | 0.1 |
|
Lowell Road Asset Management Inc
✚
|
NY | 0.1 |
|
Best Life Infinity LLC
✚
|
CO | 0.0 |
|
Savvi Financial LLC
✚
|
MA | 0.0 |
|
Focus Planning Group LLC
✚
|
0.0 | |
|
Patterson Partners Ltd
✚
|
0.0 | |
|
School of Personal Finance LLC
✚
|
0.0 | |
|
Maidstone Wealth Management LLC
✚
|
NY | 0.0 |
|
Hodge Financial Services LLC
✚
|
0.0 |