TRU INDEPENDENCE ASSET MANAGEMENT 2

PORTLAND, Oregon·4 registered advisors·CRD# 309098
SEC# 801-1188105971-371-3444
01

Firm Overview

AUM
$117M
Regulatory assets under management
Employees
36
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRU INDEPENDENCE ASSET MANAGEMENT 2

4 registered advisors
David Vaughan
PORTLAND, Oregon
Kevin Joseph Miller
PORTLAND, Oregon
Robert Alan Walter
PORTLAND, Oregon
Stacy Leigh Sizemore
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
4 advisors

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Data sourced from SEC Form ADV filings. TRU INDEPENDENCE ASSET MANAGEMENT 2 (CRD# 309098) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.