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).

Current Firm Details
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
https://www.yellowwoodwealth.com
By the Numbers
  • Total Assets Under Management
    557
    MILLION
  • Total Number of Accounts
    1,215
    ACCOUNTS
  • Average Account Value
    $458,622
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MD, NC, NY, OH, OR, PA, SC, TX, VA, WA

Financial Advisors at Tru Independence Asset Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jennifer Flickinger, financial advisor Portland OR
Jennifer Flickinger
CRD#: 4134402
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

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.

2
Mara Kossoff, financial advisor Charlotte NC
Mara Kossoff
CRD#: 6522269
1523 Elizabeth Street, Suite 210, Charlotte, NC 28204

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.

3
Jason Rericha, financial advisor Portland OR
Jason Rericha
CRD#: 5399678
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

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.

4
Stacy Sizemore, financial advisor Portland OR
Stacy L. Sizemore
CRD#: 4052029
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

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.

5
Leslie Watson, financial advisor Charlotte NC
Leslie W. Watson
CRD#: 4476383
1523 Elizabeth Ave, Suite 210, Charlotte, NC 28204

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.

6
Paul Wittman, financial advisor Portland OR
Paul C. Wittman
CRD#: 5453685
720 Sw Washington Street, Suite 310, Portland, OR 97205

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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