Trunorth Financial Services, Inc.
● SEC registered since 2018CRD 111308SEC# 801-112919Chambersburg, PA
Reg. AUM
$309.5M
Employees
6
Accounts
1,252
Location
Chambersburg, PA
Trunorth Financial Services, Inc. assets under management
Trunorth Financial Services, Inc. is an SEC-registered investment adviser based in Chambersburg, PA. The firm has been registered since 2018. It reports $309.5 million in regulatory assets under management and employs 6 people.
Trunorth Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Joseph Jackson Control | Chief Executive Officer, Chief Compliance Officer, Owner | Over 75% | 2017 |
Frequently asked questions
How much does Trunorth Financial Services, Inc. manage?
Trunorth Financial Services, Inc. reports $309.5 million in regulatory assets under management on its Form ADV.
How many employees does Trunorth Financial Services, Inc. have?
Trunorth Financial Services, Inc. reports 6 employees.
Where is Trunorth Financial Services, Inc. located?
Trunorth Financial Services, Inc. is based in Chambersburg, PA and has been SEC-registered since 2018.
Does Trunorth Financial Services, Inc. disclose fund performance?
Trunorth Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 Phoenix Drive, Chambersburg, PA 17201 |
| Phone | 717-267-1426 |
| Fax | 717-267-1584 |
| Office hours | 9:30 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$309.5M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$309.5Mregulatory AUM
Discretionary $309.5M