Allocator Index · CRD 309098
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
Portland, OR · 971-371-3444 · meritwealth.com
Fit score
58
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
216
Other individuals
47
HNW assets
$145.9M
Total AUM
$264.7M
Employees
33
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.