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Building 2TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Map pinPORTLAND, OR
Phone(971) 371-3444
NotebookSEC #801-78748
Total AUM
$336.9M
Employees
24
Clients
1,059

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
2

ReceiptFinancials

Total AUM
$336.9M
Accounts
1,059
Discretionary
$336.9M
Accounts
1,059
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
447
AUM
$70.6M
HNW Individual Clients
609
AUM
$266.1M
Corporation or Business Clients
3
AUM
$127.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMANCOHORPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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