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John David Schoolman

TRUNORTH CAPITAL MANAGEMENT, L.L.C.·KALAMAZOO, Michigan
Clean recordTRUNORTH CAPITAL MANAGEMENT, L.L.C.
1090 NORTH 10TH STREET, KALAMAZOO, MI 49009CRD# 6145675Firm CRD# 165285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Schoolman · KALAMAZOO, MI
Registration
CRD #6145675 · TRUNORTH CAPITAL MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John David Schoolman is a registered financial advisor based in KALAMAZOO, Michigan, affiliated with TRUNORTH CAPITAL MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TRUNORTH CAPITAL MANAGEMENT, L.L.C.
TRUNORTH CAPITAL MANAGEMENT, LLC
AUM
$415M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TRUNORTH CAPITAL MANAGEMENT, L.L.C. →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6145675
Firm CRD# 165285
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John David Schoolman offer?
John David Schoolman specializes in Investment Management, Wealth Management. Contact their office in KALAMAZOO, Michigan for a consultation.
What are John David Schoolman's credentials?
John David Schoolman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Schoolman located?
John David Schoolman is based in KALAMAZOO, Michigan, working with TRUNORTH CAPITAL MANAGEMENT, L.L.C.. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.
How does John David Schoolman charge for services?
John David Schoolman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUNORTH CAPITAL MANAGEMENT, L.L.C.?
TRUNORTH CAPITAL MANAGEMENT, L.L.C. has approximately 4 employees and manages $415M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRUNORTH CAPITAL MANAGEMENT, L.L.C.

Brian J Mullally
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Kevin Lee Miller
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