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TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Investment AdvicePORTLAND, OR

Assets Under Management

$575.3M

Total AUM

Donut chart: Discretionary 573.7M, Non-Discretionary 1.5M
Category	Value
Discretionary	573.7M
Non-Discretionary	1.5M

Adviser Information

Field	Value
CRD Number	168256
SEC Number	801-78748
Street Address	15350 SW SEQUOIA PARKWAY
Street Address 2	SUITE 250
Location	PORTLAND, OR 97224
Country	United States
Phone	(971) 371-3444
Total Employees	33
Business Types	registered_representative, insurance_broker

Client Count by Type (1,261 Total)

Horizontal bar chart: High Net Worth Individual… 855, Individuals (other than H… 394, Corporations/Businesses 10, Charitable Organizations 2
Category	Value
High Net Worth Individual…	855
Individuals (other than H…	394
Corporations/Businesses	10
Charitable Organizations	2

Tru Independence Asset Management, Llc, OR — Investment Adviser | BuildTrust