Allocator Index · CRD 168256
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
Portland, OR · (971) 371-3444 · linkedin.com/company/yellowwood-wealth-solutions-llc
Fit score
60
- hnw>=500+22
- aum $250M-$3.0B+22
- hnw_majority+8
- employees 3-60+8
HNW clients
609
Other individuals
447
HNW assets
$266.1M
Total AUM
$336.9M
Employees
24
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.