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Home > Retirement Planners > connecticut > greenwich > TRUNORTH FINANCIAL SERVICES, INC.
TRUNORTH FINANCIAL SERVICES, INC.
425 Phoenix Drive
Chambersburg, Pennsylvania 17201
Tel: 717-267-1426
About TRUNORTH FINANCIAL SERVICES, INC.
TRUNORTH FINANCIAL SERVICES, INC, formally registered with the SEC as TRUNORTH FINANCIAL SERVICES, INC. The firm was established in 04/20/2018. They have over 1 offices throughout the country.
TRUNORTH FINANCIAL SERVICES, INC. is a Chambersburg, Pennsylvania based Financial Planning firm with nearly $214,331,000 assets under management, offering retirement planning & investment advisory services to 998 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111308 |
| SEC# | 801-112919 |
| Assets Managed by Firm | $214,331,000 |
| No. of Clients | 998 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 998 | $214,331,000 |
| Individuals (other than high net worth individuals) | 304 | $90,551,907 |
| High net worth individuals | 59 | $121,490,361 |
| Charitable organizations | Fewer than 5 clients | $2,083,482 |
| Corporations or other businesses | Fewer than 5 clients | $205,250 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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