Unclaimed Profile

John David Schoolman

TRUNORTH CAPITAL MANAGEMENT, L.L.C.·KALAMAZOO, Michigan

Series 65Clean record13 years registeredTRUNORTH 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. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUNORTH CAPITAL MANAGEMENT, L.L.C.

TRUNORTH CAPITAL MANAGEMENT, LLC

Dec 2012 – Dec 2023

Traverse City, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 20, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUNORTH CAPITAL MANAGEMENT, L.L.C.

CRD 165285 · SEC 801-119211

AUM

$415M

Regulatory assets under management

Employees

852 client accounts

Services offered by TRUNORTH CAPITAL MANAGEMENT, L.L.C.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRUNORTH CAPITAL MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does John David Schoolman offer?

John David Schoolman specializes in Investment Management, Wealth Management.

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, last registered with TRUNORTH CAPITAL MANAGEMENT, L.L.C..

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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