Tru Independence Asset Management 2, LLC
● SEC registered since 2020CRD 309098SEC# 801-118810Portland, OR
Reg. AUM
$264.7M
Employees
33
Accounts
305
Location
Portland, OR
Tru Independence Asset Management 2, LLC assets under management
Tru Independence Asset Management 2, LLC operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2020. It reports $264.7 million in regulatory assets under management and employs 33 people.
Tru Independence Asset Management 2, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Vaughan Control | Chief Financial Officer / Board Member | Under 5% | 2024 |
| Kevin Joseph Miller Control | Chief Legal Officer / Board Member | Under 5% | 2024 |
| Robert Alan Walter Control | Board Member | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Tru Independence Asset Management 2, LLC manage?
Tru Independence Asset Management 2, LLC reports $264.7 million in regulatory assets under management on its Form ADV.
How many employees does Tru Independence Asset Management 2, LLC have?
Tru Independence Asset Management 2, LLC reports 33 employees.
Where is Tru Independence Asset Management 2, LLC located?
Tru Independence Asset Management 2, LLC is based in Portland, OR and has been SEC-registered since 2020.
Does Tru Independence Asset Management 2, LLC disclose fund performance?
Tru Independence Asset Management 2, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15350 SW Sequoia Parkway,, Suite 250, Portland, OR 97224 |
| Phone | 971-371-3444 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1849497 |
| Discloses disciplinary history | No |
Regulatory AUM
$264.7M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$264.7Mregulatory AUM
Discretionary $261.3MNon-discretionary $3.5M