TRU INDEPENDENCE ASSET MANAGEMENT, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 168256). Regulatory assets under management: $336.9M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| David Vaughan | CHIEF FINANCIAL OFFICER / BOARD MEMBER | JUPITER, FL |
| Kevin Joseph Miller | CHIEF LEGAL OFFICER / BOARD MEMBER | Lafayette, TN |
| Miller Joseph | CHIEF LEGAL OFFICER / BOARD MEMBER | Juniper, FL |
| Stacy Leigh Sizemore | CHIEF COMPLIANCE OFFICER | — |
| Robert Alan Walter | BOARD MEMBER | — |
| STUVLAND CRAIG PATRICK | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER, PRESIDENT, CEO | — |
| BEATTY DAVID LEE | MANAGING MEMBER | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| DILWORTH JAMES KENDALL | MANAGING MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| WARLICK ERIC DANIEL | MEMBER | — |
| WALTER ROBERT ALAN | BOARD MEMBER | — |
| PENN JAY WILLIAM | MEMBER | — |
| CASTLEMAN MEGAN LOUISE | CHIEF COMPLIANCE OFFICER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| Vaughan David | CHIEF FINANCIAL OFFICER / BOARD MEMBER | — |