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Trunorth Financial Services, Inc.

● SEC registered since 2018CRD 111308SEC# 801-112919Chambersburg, PA
Export (members)
Reg. AUM
$257.9M
Employees
6
Accounts
1,085
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 $257.9 million in regulatory assets under management and employs 6 people.
trunorthfs.comView on SEC.gov ↗

Trunorth Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Christopher Joseph Jackson ControlChief Executive Officer, Chief Compliance Officer, OwnerOver 75%2017

Frequently asked questions

How much does Trunorth Financial Services, Inc. manage?

Trunorth Financial Services, Inc. reports $257.9 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

Address425 Phoenix Drive, Chambersburg, PA 17201
Phone717-267-1426
Fax717-267-1584
Office hours9:30 a.m. To 4:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$257.9M
Non-discretionary$0
Total (RAUM)$257.9M