Tru Independence Asset Management, LLC
Tru Independence Asset Management, LLC (CRD# 168256) is a financial advisory firm headquartered in Portland, OR. They manage $557,225,714 in 1,215 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management557MILLION
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Total Number of Accounts1,215ACCOUNTS
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Average Account Value$458,622
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, MD, NC, NY, OH, OR, PA, SC, TX, VA, WA
Jennifer Flickinger (CRD# 4134402) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 19 years of experience in the finance industry.
Mara Kossoff (CRD# 6522269) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Charlotte, NC and has over 5 years of experience in the finance industry.
Jason Rericha (CRD# 5399678) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 14 years of experience in the finance industry.
Stacy Sizemore (CRD# 4052029) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 23 years of experience in the finance industry.
Leslie Watson (CRD# 4476383) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
Paul Wittman (CRD# 5453685) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 16 years of experience in the finance industry.