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TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
CRD 309098 · SEC 801-118810
15350 SW SEQUOIA PARKWAY,, SUITE 250, PORTLAND, OR, 97224, United States
Phone
971-371-3444
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.7M
Discretionary AUM
$261.3M
Team
33 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $9.3M |
| High net worth individuals | 216 | $145.9M |
| Pension/profit sharing plans | 13 | $13.4M |
| Corporations/business entities | 29 | $96.1M |
States served
CA, OR, TN, TX
All web addresses on file
Official SEC filing: View on IAPD