TrueAdvisor
TrueAdvisor
DM
DM
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Areas of Practice
Investment Management
Tru Independence Asset Management 2, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
264 clients
Average Client Portfolio
$822K average
Assets Under Management
$217.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

15350 SW Sequoia Parkway,, Suite 250, Portland, OR, 97224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tru Independence Asset Management 2, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Ipg Investment Advisors, LLC
November 2016 - August 2021 · 4 yrs 9 mos
Investment Placement GroupBroker
January 2015 - August 2021 · 6 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.