Trunorth Capital Management, LLC

Trunorth Capital Management, LLC (CRD# 165285) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $415,276,666 in 852 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1090 North 10th Street, Suite 210, Kalamazoo, MI 49009
https://www.linkedin.com/company/trunorth-capital-management-llc/
By the Numbers
  • Total Assets Under Management
    415
    MILLION
  • Total Number of Accounts
    852
    ACCOUNTS
  • Average Account Value
    $487,414
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MI, NH

Financial Advisors at Trunorth Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Miller, financial advisor Kalamazoo MI
Kevin L. Miller
CRD#: 4861915
1090 North 10th Street, Suite 210, Kalamazoo, MI 49009

Kevin Miller (CRD# 4861915) is an Investment Advisor Representative working at Trunorth Capital Management, LLC in Kalamazoo, MI and has 1 year of experience in the finance industry.

2
Brian Mullally, financial advisor Kalamazoo MI
Brian J. Mullally
CRD#: 6124884
1090 North 10th Street, Suite 210, Kalamazoo, MI 49009

Brian Mullally (CRD# 6124884) is an Investment Advisor Representative working at Trunorth Capital Management, LLC in Kalamazoo, MI and has over 11 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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