Tru Independence Asset Management 2, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated April 1, 2026, reports $265M in regulatory assets under management, 33 employees, 4 offices, and 305 accounts.
Assets Under Management
$265M
Employees
33
Offices
4 offices
Total Clients
305
Primary office
PORTLAND, OR
15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR, United States
Top client segmentHNWI represent 70.8% of total clients.
Top client categories% of clientsClients
1
HNWI
70.8%
216
2
Individuals
15.4%
47
3
Corporations
9.5%
29
4
Pension Plans
4.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of April 1, 2026
Discretionary98.7%
$261M
99% of total RAUM98.7%
Non-discretionary1.3%
$3M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$265M
Total Accounts305
10Y AUM Change+$265M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee9:1
10Y Employee Change+16 (+94.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.