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Building 2TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Map pinPORTLAND, OR
Phone971-371-3444
NotebookSEC #801-118810
Total AUM
$264.7M
Employees
33
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15350 SW SEQUOIA PARKWAY,
SUITE 250
PORTLAND
OR 97224
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
971-371-3444
Other Offices
4

ReceiptFinancials

Total AUM
$264.7M
Accounts
305
Discretionary
$261.3M
Accounts
301
Non-Discretionary
$3.5M
Accounts
4

ContactClients

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Individual Clients
47
AUM
$9.3M
HNW Individual Clients
216
AUM
$145.9M
Pension/Profit Sharing Plan Clients
13
AUM
$13.4M
Corporation or Business Clients
29
AUM
$96.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTNTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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