TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

15350 Sw Sequoia Parkway,
Suite 250
Portland, Oregon 97224
Tel: 971-371-3444

About TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC, formally registered with the SEC as TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC. The firm was established in 05/27/2020. They have over 5 offices throughout the country.

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is a Portland, Oregon based Financial Planning firm with nearly $217,056,008 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309098
SEC#	801-118810
Assets Managed by Firm	$217,056,008
No. of Clients	264
No. of Advisors	33

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	264	$217,056,008
Individuals (other than high net worth individuals)	53	$6,920,656
High net worth individuals	186	$125,281,065
Corporations or other businesses	25	$84,854,287

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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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