Trunorth Financial LLC
● SEC registered since 2025CRD 331614SEC# 801-134425
Reg. AUM
$39M
Employees
1
Accounts
251
Location
—
Trunorth Financial LLC assets under management
Trunorth Financial LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $39 million in regulatory assets under management and employs 1 people.
Trunorth Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shawn Erickson Control | Managing Member And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Trunorth Financial LLC manage?
Trunorth Financial LLC reports $39 million in regulatory assets under management on its Form ADV.
How many employees does Trunorth Financial LLC have?
Trunorth Financial LLC reports 1 employees.
Does Trunorth Financial LLC disclose fund performance?
Trunorth Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 845-741-7150 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$39M▲ 32%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$39Mregulatory AUM
Discretionary $39M