| 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 |
Tru Independence Asset Management, LLC reports $575.3 million in regulatory assets under management on its Form ADV.
Tru Independence Asset Management, LLC reports 33 employees.
Tru Independence Asset Management, LLC is based in Portland, OR and has been SEC-registered since 2013.
Tru Independence Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $573.7M |
| Non-discretionary | $1.5M |
| Total (RAUM) | $575.3M |