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Home > Retirement Planners > michigan > kalamazoo > TRUNORTH CAPITAL MANAGEMENT, LLC
TRUNORTH CAPITAL MANAGEMENT, LLC
1090 North 10th Street
Suite 210
Kalamazoo, Michigan 49009
Tel: 8774690446
About TRUNORTH CAPITAL MANAGEMENT, LLC
TRUNORTH CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TRUNORTH CAPITAL MANAGEMENT, LLC. The firm was established in 07/31/2020. They have over 2 offices throughout the country.
TRUNORTH CAPITAL MANAGEMENT, LLC is a Kalamazoo, Michigan based Financial Planning firm with nearly $530,591,396 assets under management, offering retirement planning & investment advisory services to 922 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165285 |
| SEC# | 801-119211 |
| Assets Managed by Firm | $530,591,396 |
| No. of Clients | 922 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 922 | $530,591,396 |
| Individuals (other than high net worth individuals) | 160 | $37,696,858 |
| High net worth individuals | 149 | $456,912,214 |
| Pension and profit sharing plans | 7 | $28,124,882 |
| Charitable organizations | 4 | $6,858,459 |
| Corporations or other businesses | 4 | $998,983 |
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