Trunorth Capital Management, LLC

Trunorth Capital Management, LLC (CRD# 165285) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $57,775,195 in 292 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $197,860
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

IL, MI

Financial Advisors at Trunorth Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John D. Schoolman
CRD#: 6145675
1321 S. Westnedge Aveune, Kalamazoo, MI 49008
95
Wealthminder
score

John Schoolman (CRD# 6145675) is an Investment Advisor Representative working at Trunorth Capital Management, LLC in Kalamazoo, MI and has over 3 years of experience in the finance industry.  

2
Brian J. Mullally
CRD#: 6124884
157 S. Kalamazoo Mall, Suite 240-3, Kalamazoo, MI 49007
90
Wealthminder
score

Brian Mullally (CRD# 6124884) is an Investment Advisor Representative working at Trunorth Capital Management, LLC in Kalamazoo, MI and has over 4 years of experience in the finance industry.

3
Jay A. Gudebski
CRD#: 6460608
157 S. Kalamazoo Mall, Suite 240-3, Kalamazoo, MI 49007
87
Wealthminder
score

Jay Gudebski (CRD# 6460608) is an Investment Advisor Representative working at Trunorth Capital Management, LLC in Kalamazoo, MI and has 1 year of experience in the finance industry.

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