Trunorth Financial Services, Inc.
Chambersburg, Pennsylvania
5.0
3 Reviews
Trunorth Financial Services, Inc. is a small investment advisory firm based out of Chambersburg, PA, specializing in providing comprehensive financial solutions to individuals and employer 401K plans. With a team of six dedicated professionals, including three experienced investment advisors, Trunorth Financial Services delivers personalized strategies tailored to their clients' unique financial goals. Their impressive track record is evident in their high average assets under management per investment advisor, which stands at approximately $153,240,000, surpassing the industry average. This success can be attributed to their exp...
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Assets Under Mgmt

$180M

Investment Professionals

3

Locations

0

% 401K & Individual

48%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
Educational seminars/workshops
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