SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Tru Independence Asset Management 2, LLC
Portland, OR
CRD 309098
Firm filing updated September 13, 2026 ·
- $92.7MAssets
- 205Clients
- 3Advisory staff
- 205Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals125
- Individuals75
- Corporations or other businesses4
- Pension and profit sharing plans1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 75 | $8.8 million |
| High net worth individuals | 125 | $81.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1.6 million |
| Corporations or other businesses not listed above | 4 | $947,849 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$92.7 million
- Accounts205
- DiscretionaryAll accounts
People
- Employees17
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 309098, SEC file 801-118810.
- Registered with the SEC as an investment advisor (status date on record: May 27, 2020).
Is Tru Independence Asset Management 2, LLC a fiduciary?
Short answer: Tru Independence Asset Management 2, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.