Areas of Practice
Investment Management
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
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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.

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Other Business Activities

Abigail owns a condo unit in Manila, Philippines since 2017. She also works for TELUS International and drives for Uber, dedicating about 10-20% of her time to TELUS and minimal time to Uber.

Employment History
Current Registrations
Tru Independence Asset Management 2, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
August 2020 - November 2024 · 4 yrs 3 mos
Ameriprise Financial Services, LLCBroker
June 2018 - November 2024 · 6 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.