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TRUNORTH FINANCIAL LLC
CRD 331614 · SEC 801-134425
LA, United States
Phone
845-741-7150
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$39.0M
Discretionary AUM
$39.0M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $20.1M |
| High net worth individuals | 9 | $18.9M |
States served
LA, NJ, NY, NC, PA, VA, TX, CT
All web addresses on file
Official SEC filing: View on IAPD