tru Independence is an investment advisor in Portland with $514.25 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
300876840
SEC advisor number
801-78748
FINRA CRD number
168256
AUM ?
$514.25 mm
(as of 12 May 23)
Accounts
1,136
(as of 12 May 23)
Employees
27
(4 investment advisory or research)
Address
tru Independence
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR 97224
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR 97224
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Phone
971.371.3450
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Stuvland, Craig, Patrick | Managing Member, President, CEO | 05/2014 | 50-75% |
Sizemore, Stacy, Leigh | Chief Compliance Officer | 05/2019 | < 5% |
Tru Independence, LLC | Member | 03/2015 | > 75% |
Beatty, David, Lee | Managing Member | 11/2019 | 50-75% |
Entwood Holdings, LLC | Managing Member | 11/2019 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22