Tru Independence Asset Management 2
Portland, Oregon
Tru Independence Asset Management 2 is a small investment advisory firm based out of Portland, OR, boasting three offices strategically located to cater to their clients' needs. With a total of 24 dedicated employees, Tru Independence Asset Management 2 excels in providing top-tier investment advisory services, with four experts solely focused on this aspect of the business. On average, each investment advisor manages approximately $80,030,000 in assets under management, which aligns with industry standards. Tru Independence Asset Management 2 operates under a comprehensive compensation structure that includes various types of fe...
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Assets Under Mgmt

$320.11M

Investment Professionals

4

Locations

2

% 401K & Individual

8%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other: CONSULTING
Other Business Activities
Insurance broker or agent
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