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| Trunorth Financial Services Inc
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|---|---|
| CRD # | 111308 |
| SEC # | 801-112919 |
| CIK # | 0002108201 |
| AUM | $309.5 M (2026-03-23) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 717-267-1426 |
| Address | 425 Phoenix Drive Chambersburg, PA 17201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002108201 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 6.4 | ||
| iShares Silver Trust | 3.2 | ||
| Nvidia Corp | 1.7 | ||
| Apple Inc | 1.1 | ||
| Orrstown Financial Services Inc | 0.8 | ||
| Palantir Technologies Inc | 0.7 | ||
| Amazon Com Inc | 0.6 | ||
| AbbVie Inc | 0.5 | ||
| Caterpillar Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Merck & Co Inc | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 110.4 |
| (b) Individuals (high net worth individuals) | 88 | 190.5 |
| (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 | 6 | 8.1 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,252 | 309.5 |
| By Discretionary | ||
| Discretionary | 1,252 | 309.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,252 | 309.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.5 | |
| Total | 1,252 | 309.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002108201] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Law & Associates Inc
✚
|
MD | 0.3 |
|
Valuewealth Services LLC
✚
|
MD | 0.3 |
|
Openair Financial LLC
✚
|
TX | 0.3 |
|
CornerStone Select Advisors LLC
✚
|
MO | 0.3 |
|
Wealth Management Strategies Inc
✚
|
PA | 0.3 |
|
PTM Wealth Management LLC
✚
|
PA | 0.3 |
|
Prairie Sky Financial Group LLC
✚
|
IL | 0.3 |
|
Resolute Capital LLC
✚
|
SC | 0.3 |
|
Wrenne Financial Planning LLC
✚
|
0.3 | |
|
Krane Financial Solutions LLC
✚
|
CA | 0.3 |