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Building 2TRUNORTH FINANCIAL SERVICES, INC.

Map pinCHAMBERSBURG, PA
Phone717-267-1426
NotebookSEC #801-112919
Total AUM
$309.5M
Employees
6
Clients
446

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 PHOENIX DRIVE
CHAMBERSBURG
PA 17201
United States
Operating Hours
9:30 AM TO 4:00 PM
Monday - Friday
Phone
717-267-1426

ReceiptFinancials

Total AUM
$309.5M
Accounts
1,252
Discretionary
$309.5M
Accounts
1,252
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
351
AUM
$110.4M
HNW Individual Clients
88
AUM
$190.5M
Charitable Organization Clients
6
AUM
$8.1M
Corporation or Business Clients
1
AUM
$547K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMDNCPASCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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