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Trunorth Financial LLC

● SEC registered since 2025CRD 331614SEC# 801-134425
Export (members)
Reg. AUM
$29.5M
Employees
1
Accounts
65
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 $29.5 million in regulatory assets under management and employs 1 people.

Trunorth Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Shawn Erickson ControlManaging Member And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Trunorth Financial LLC manage?

Trunorth Financial LLC reports $29.5 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

Phone845-741-7150
FaxN/A
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$29.5M
Non-discretionary$0
Total (RAUM)$29.5M