TRUNORTH FINANCIAL SERVICES, INC.
CRD #111308 SEC #801-112919 CHAMBERSBURG, PA 717-267-1426
SEC Registered
Total AUM
$257.9M
Discretionary
$257.9M
Employees
6
Clients
51
Accounts
1,085
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $257.9M | $257.9M | $0 | 6 | 0 |
| Apr 2024 | $214.3M | $214.3M | $0 | 6 | 0 |
| Mar 2024 | $214.3M | $214.3M | $0 | 6 | 0 |
| Mar 2023 | $180M | $180M | $0 | 6 | 0 |
| May 2022 | $200.6M | $200.1M | $526.5K | 5 | 0 |
| Apr 2022 | $200.6M | $200.1M | $526.5K | 5 | 0 |
| Mar 2022 | $200.6M | $200.1M | $526.5K | 5 | 0 |
| Mar 2021 | $174.1M | $173.6M | $402.8K | 5 | 1 |
| Aug 2020 | $150.6M | $150.4M | $252.1K | 9 | 5 |
| Jun 2020 | $150.6M | $150.4M | $252.1K | 9 | 5 |
| Jun 2020 | $150.6M | $150.4M | $252.1K | 9 | 5 |
| Jan 2020 | $150.6M | $150.4M | $252.1K | 9 | 5 |
| Apr 2019 | $119M | $118.8M | $181.1K | 9 | 8 |
| Mar 2019 | $119M | $118.8M | $181.1K | 9 | 8 |
| Mar 2018 | $114.9M | $114.9M | $0 | 6 | 6 |
| Apr 2012 | $69.9M | $69.9M | $0 | 1 | 300 |
| Dec 2011 | $67.4M | $67.4M | $0 | 1 | 101 |
| Aug 2011 | $72.1M | $72.1M | $0 | 5 | -- |
| Jul 2011 | $72.1M | $72.1M | $0 | 5 | -- |
| Mar 2011 | $67.4M | $67.4M | $0 | 5 | -- |
| May 2007 | $54.7M | $0 | $54.7M | 10 | -- |
DateMar 2025
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$200.6M
Discretionary$200.1M
Non-Disc.$526.5K
Employees5
Clients0
DateApr 2022
Total AUM$200.6M
Discretionary$200.1M
Non-Disc.$526.5K
Employees5
Clients0
DateMar 2022
Total AUM$200.6M
Discretionary$200.1M
Non-Disc.$526.5K
Employees5
Clients0
DateMar 2021
Total AUM$174.1M
Discretionary$173.6M
Non-Disc.$402.8K
Employees5
Clients1
DateAug 2020
Total AUM$150.6M
Discretionary$150.4M
Non-Disc.$252.1K
Employees9
Clients5
DateJun 2020
Total AUM$150.6M
Discretionary$150.4M
Non-Disc.$252.1K
Employees9
Clients5
DateJun 2020
Total AUM$150.6M
Discretionary$150.4M
Non-Disc.$252.1K
Employees9
Clients5
DateJan 2020
Total AUM$150.6M
Discretionary$150.4M
Non-Disc.$252.1K
Employees9
Clients5
DateApr 2019
Total AUM$119M
Discretionary$118.8M
Non-Disc.$181.1K
Employees9
Clients8
DateMar 2019
Total AUM$119M
Discretionary$118.8M
Non-Disc.$181.1K
Employees9
Clients8
DateMar 2018
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees6
Clients6
DateApr 2012
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees1
Clients300
DateDec 2011
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees1
Clients101
DateAug 2011
Total AUM$72.1M
Discretionary$72.1M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$72.1M
Discretionary$72.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees10
Clients--