Tru Independence Asset Management, LLC

Tru Independence Asset Management, LLC (CRD# 168256) is a financial advisory firm headquartered in Portland, OR. They manage $605,414,379 in 505 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    605
    MILLION
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $1,198,840
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, OR, TX, VT, WA

Financial Advisors at Tru Independence Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Nikolaas D. Schuurmans
CRD#: 4922113
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
96
Wealthminder
score

Nikolaas Schuurmans (CRD# 4922113) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 13 years of experience in the finance industry.

2
Ahmet M. Sumer
CRD#: 5185305
440 Stevens Avenue, Suite 200, Solana Beach, CA 92075
96
Wealthminder
score

Ahmet Sumer (CRD# 5185305) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Solana Beach, CA and has over 11 years of experience in the finance industry.

3
David M. Gewant
CRD#: 2633970
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
93
Wealthminder
score

David Gewant (CRD# 2633970) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 22 years of experience in the finance industry.

4
Tasha I. Winkler
CRD#: 5373393
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
93
Wealthminder
score

Tasha Winkler (CRD# 5373393) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 9 years of experience in the finance industry.

5
Paul C. Wittman
CRD#: 5453685
720 Sw Washington Street, Suite 310, Portland, OR 97205
93
Wealthminder
score

Paul Wittman (CRD# 5453685) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 10 years of experience in the finance industry.

6
Michael J. Kaiser
CRD#: 1025317
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
90
Wealthminder
score

Michael Kaiser (CRD# 1025317) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has 1 year of experience in the finance industry.

7
Anthony C. Rue
CRD#: 6186353
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
90
Wealthminder
score

Anthony Rue (CRD# 6186353) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 4 years of experience in the finance industry.

8
Omar R. Marquez
CRD#: 4087628
111 Southwest 5th Avenue, Suite 1940, Portland, OR 97204
81
Wealthminder
score

Omar Marquez (CRD# 4087628) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 18 years of experience in the finance industry.

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