Tru Independence Asset Management, LLC
● SEC registered since 2013CRD 168256SEC# 801-78748Portland, OR
Reg. AUM
$336.9M
Employees
24
Accounts
1,059
Location
Portland, OR
Tru Independence Asset Management, LLC assets under management
Tru Independence Asset Management, LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2013. It reports $336.9 million in regulatory assets under management and employs 24 people.
Tru Independence Asset Management, 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 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Tru Independence Asset Management, LLC manage?
Tru Independence Asset Management, LLC reports $336.9 million in regulatory assets under management on its Form ADV.
How many employees does Tru Independence Asset Management, LLC have?
Tru Independence Asset Management, LLC reports 24 employees.
Where is Tru Independence Asset Management, LLC located?
Tru Independence Asset Management, LLC is based in Portland, OR and has been SEC-registered since 2013.
Does Tru Independence Asset Management, LLC disclose fund performance?
Tru Independence Asset Management, 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 | 1785445 |
| Discloses disciplinary history | No |
Regulatory AUM
$336.9M▼ 40%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$336.9Mregulatory AUM
Discretionary $336.9M