TRU INDEPENDENCE ASSET MANAGEMENT, LLC

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

About TRU INDEPENDENCE ASSET MANAGEMENT, LLC

TRU INDEPENDENCE ASSET MANAGEMENT, LLC, formally registered with the SEC as TRU INDEPENDENCE ASSET MANAGEMENT, LLC. The firm was established in 11/05/2013. They have over 4 offices throughout the country.

TRU INDEPENDENCE ASSET MANAGEMENT, LLC is a Portland, Oregon based Financial Planning firm with nearly $557,225,714 assets under management, offering retirement planning & investment advisory services to 1215 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168256
SEC#	801-78748
Assets Managed by Firm	$557,225,714
No. of Clients	1215
No. of Advisors	37

Fee Structure

A percentage of AUM
Fixed fees
Other (CONSULTING)

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
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1215	$557,225,714
Individuals (other than high net worth individuals)	393	$51,028,436
High net worth individuals	808	$484,379,736
Charitable organizations	5	$17,560,838
Corporations or other businesses	6	$4,256,704

More Retirement Planning firms in Portland, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
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
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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