1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRUNORTH CAPITAL MANAGEMENT, LLC

Map pinKALAMAZOO, MI
Phone8774690446
NotebookSEC #801-119211
Total AUM
$724.5M
Employees
4
Clients
356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1090 NORTH 10TH STREET
SUITE 210
KALAMAZOO
MI 49009
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
8774690446
Other Offices
2

ReceiptFinancials

Total AUM
$724.5M
Accounts
1,045
Discretionary
$724.5M
Accounts
1,045
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
175
AUM
$55.5M
HNW Individual Clients
167
AUM
$632.7M
Pension/Profit Sharing Plan Clients
7
AUM
$27.8M
Charitable Organization Clients
3
AUM
$7.3M
Corporation or Business Clients
4
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMINH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account