TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD #168256 SEC #801-78748 PORTLAND, OR (971) 371-3444
SEC Registered
Total AUM
$575.3M
Discretionary
$573.7M
Employees
42
Clients
0
Accounts
1,261
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $575.3M | $573.7M | $1.5M | 42 | 0 |
| Nov 2025 | $575.3M | $573.7M | $1.5M | 42 | 0 |
| Jun 2025 | $575.3M | $573.7M | $1.5M | 33 | 0 |
| May 2025 | $575.3M | $573.7M | $1.5M | 33 | 0 |
| Mar 2025 | $575.3M | $573.7M | $1.5M | 34 | 0 |
| Mar 2025 | $575.3M | $573.7M | $1.5M | 34 | 0 |
| Jan 2025 | $557.2M | $543.9M | $13.3M | 37 | 0 |
| Nov 2024 | $557.2M | $543.9M | $13.3M | 37 | 0 |
| Oct 2024 | $557.2M | $543.9M | $13.3M | 37 | 0 |
| Jul 2024 | $557.2M | $543.9M | $13.3M | 37 | 0 |
| Jun 2024 | $557.2M | $543.9M | $13.3M | 37 | 0 |
| Apr 2024 | $557.2M | $543.9M | $13.3M | 36 | 0 |
| Mar 2024 | $557.2M | $543.9M | $13.3M | 36 | 0 |
| Nov 2023 | $514.2M | $513M | $1.3M | 27 | 0 |
| Oct 2023 | $514.2M | $513M | $1.3M | 27 | 0 |
| Oct 2023 | $514.2M | $513M | $1.3M | 27 | 0 |
| Sep 2023 | $514.2M | $513M | $1.3M | 27 | 0 |
| May 2023 | $514.2M | $513M | $1.3M | 27 | 0 |
| Mar 2023 | $514.2M | $513M | $1.3M | 27 | 0 |
| Mar 2023 | $514.2M | $513M | $1.3M | 27 | 0 |
| Feb 2023 | $514.2M | $513M | $1.3M | 27 | 0 |
| Dec 2022 | $591.6M | $587M | $4.6M | 30 | 0 |
| Dec 2022 | $591.6M | $587M | $4.6M | 30 | 0 |
| Nov 2022 | $591.6M | $587M | $4.6M | 31 | 0 |
| Oct 2022 | $591.6M | $587M | $4.6M | 31 | 0 |
| Oct 2022 | $591.6M | $587M | $4.6M | 31 | 0 |
| Sep 2022 | $591.6M | $587M | $4.6M | 30 | 0 |
| Aug 2022 | $591.6M | $587M | $4.6M | 30 | 0 |
| Jun 2022 | $591.6M | $587M | $4.6M | 30 | 0 |
| Jun 2022 | $591.6M | $587M | $4.6M | 30 | 0 |
| Mar 2022 | $591.6M | $587M | $4.6M | 30 | 0 |
| Dec 2021 | $589.6M | $564.6M | $25M | 27 | 26 |
| Nov 2021 | $589.6M | $564.6M | $25M | 27 | 26 |
| Oct 2021 | $589.6M | $564.6M | $25M | 27 | 26 |
| Aug 2021 | $589.6M | $564.6M | $25M | 27 | 26 |
| Jun 2021 | $589.6M | $564.6M | $25M | 27 | 26 |
| Apr 2021 | $753.7M | $745.8M | $7.9M | 28 | 31 |
| Mar 2021 | $753.7M | $745.8M | $7.9M | 30 | 31 |
| Nov 2020 | $967.3M | $865.1M | $102.2M | 31 | 0 |
| Sep 2020 | $967.3M | $865.1M | $102.2M | 31 | 0 |
| Sep 2020 | $967.3M | $865.1M | $102.2M | 31 | 0 |
| Aug 2020 | $967.3M | $865.1M | $102.2M | 31 | 0 |
| Aug 2020 | $967.3M | $865.1M | $102.2M | 31 | 0 |
| Jul 2020 | $967.3M | $865.1M | $102.2M | 35 | 0 |
| Jun 2020 | $967.3M | $865.1M | $102.2M | 35 | 0 |
| Jun 2020 | $967.3M | $865.1M | $102.2M | 35 | 0 |
| Jun 2020 | $967.3M | $865.1M | $102.2M | 35 | 0 |
| May 2020 | $967.3M | $865.1M | $102.2M | 35 | 0 |
| May 2020 | $967.3M | $865.1M | $102.2M | 35 | 0 |
| Mar 2020 | $967.3M | $865.1M | $102.2M | 35 | 0 |
| Feb 2020 | $967.3M | $865.1M | $102.2M | 35 | 0 |
| Feb 2020 | $967.3M | $865.1M | $102.2M | 35 | 0 |
| Feb 2020 | $967.3M | $865.1M | $102.2M | 49,818 | 0 |
| Jan 2020 | $933.6M | $926.6M | $7M | 20 | 0 |
| Dec 2019 | $933.6M | $926.6M | $7M | 20 | 0 |
| Dec 2019 | $933.6M | $926.6M | $7M | 20 | 0 |
| Dec 2019 | $901.3M | $901.3M | $0 | 21 | 0 |
| Oct 2019 | $901.3M | $901.3M | $0 | 21 | 0 |
| Oct 2019 | $901.3M | $901.3M | $0 | 22 | 0 |
| Sep 2019 | $901.3M | $901.3M | $0 | 22 | 0 |
| Aug 2019 | $901.3M | $901.3M | $0 | 19 | 0 |
| Aug 2019 | $901.3M | $901.3M | $0 | 19 | 0 |
| Jul 2019 | $901.3M | $901.3M | $0 | 19 | 0 |
| Jul 2019 | $901.3M | $901.3M | $0 | 19 | 0 |
| Jul 2019 | $901.3M | $901.3M | $0 | 19 | 0 |
| Jul 2019 | $830.2M | $830.2M | $0 | 15 | 0 |
| Jun 2019 | $830.2M | $830.2M | $0 | 15 | 0 |
| Jun 2019 | $830.2M | $830.2M | $0 | 15 | 0 |
| May 2019 | $830.2M | $830.2M | $0 | 15 | 0 |
| Apr 2019 | $830.2M | $830.2M | $0 | 15 | 0 |
| Mar 2019 | $830.2M | $830.2M | $0 | 15 | 0 |
| Dec 2018 | $495.6M | $490.7M | $4.9M | 15 | 0 |
| Sep 2018 | $495.6M | $490.7M | $4.9M | 15 | 0 |
| Sep 2018 | $495.6M | $490.7M | $4.9M | 13 | 0 |
| Jul 2018 | $495.6M | $490.7M | $4.9M | 13 | 0 |
| Jul 2018 | $495.6M | $490.7M | $4.9M | 11 | 0 |
| Jun 2018 | $495.6M | $490.7M | $4.9M | 11 | 0 |
| Mar 2018 | $495.6M | $490.7M | $4.9M | 9 | 0 |
| Feb 2018 | $605.4M | $605.4M | $0 | 9 | 0 |
| Jan 2018 | $605.4M | $605.4M | $0 | 9 | 0 |
| Dec 2017 | $605.4M | $605.4M | $0 | 17 | 0 |
| Mar 2017 | $605.4M | $605.4M | $0 | 16 | 500 |
| Feb 2017 | $189.8M | $189.8M | $0 | 11 | 0 |
| Oct 2016 | $189.8M | $189.8M | $0 | 11 | 0 |
| Aug 2016 | $189.8M | $189.8M | $0 | 11 | 0 |
| Mar 2016 | $189.8M | $189.8M | $0 | 11 | 0 |
| Mar 2016 | $189.8M | $189.8M | $0 | 11 | 0 |
| Mar 2015 | $0 | $0 | $0 | 8 | 0 |
| Jun 2014 | $0 | $0 | $0 | 4 | 0 |
| Jun 2014 | $0 | $0 | $0 | 4 | 0 |
| May 2014 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$575.3M
Discretionary$573.7M
Non-Disc.$1.5M
Employees42
Clients0
DateNov 2025
Total AUM$575.3M
Discretionary$573.7M
Non-Disc.$1.5M
Employees42
Clients0
DateJun 2025
Total AUM$575.3M
Discretionary$573.7M
Non-Disc.$1.5M
Employees33
Clients0
DateMay 2025
Total AUM$575.3M
Discretionary$573.7M
Non-Disc.$1.5M
Employees33
Clients0
DateMar 2025
Total AUM$575.3M
Discretionary$573.7M
Non-Disc.$1.5M
Employees34
Clients0
DateMar 2025
Total AUM$575.3M
Discretionary$573.7M
Non-Disc.$1.5M
Employees34
Clients0
DateJan 2025
Total AUM$557.2M
Discretionary$543.9M
Non-Disc.$13.3M
Employees37
Clients0
DateNov 2024
Total AUM$557.2M
Discretionary$543.9M
Non-Disc.$13.3M
Employees37
Clients0
DateOct 2024
Total AUM$557.2M
Discretionary$543.9M
Non-Disc.$13.3M
Employees37
Clients0
DateJul 2024
Total AUM$557.2M
Discretionary$543.9M
Non-Disc.$13.3M
Employees37
Clients0
DateJun 2024
Total AUM$557.2M
Discretionary$543.9M
Non-Disc.$13.3M
Employees37
Clients0
DateApr 2024
Total AUM$557.2M
Discretionary$543.9M
Non-Disc.$13.3M
Employees36
Clients0
DateMar 2024
Total AUM$557.2M
Discretionary$543.9M
Non-Disc.$13.3M
Employees36
Clients0
DateNov 2023
Total AUM$514.2M
Discretionary$513M
Non-Disc.$1.3M
Employees27
Clients0
DateOct 2023
Total AUM$514.2M
Discretionary$513M
Non-Disc.$1.3M
Employees27
Clients0
DateOct 2023
Total AUM$514.2M
Discretionary$513M
Non-Disc.$1.3M
Employees27
Clients0
DateSep 2023
Total AUM$514.2M
Discretionary$513M
Non-Disc.$1.3M
Employees27
Clients0
DateMay 2023
Total AUM$514.2M
Discretionary$513M
Non-Disc.$1.3M
Employees27
Clients0
DateMar 2023
Total AUM$514.2M
Discretionary$513M
Non-Disc.$1.3M
Employees27
Clients0
DateMar 2023
Total AUM$514.2M
Discretionary$513M
Non-Disc.$1.3M
Employees27
Clients0
DateFeb 2023
Total AUM$514.2M
Discretionary$513M
Non-Disc.$1.3M
Employees27
Clients0
DateDec 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees30
Clients0
DateDec 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees30
Clients0
DateNov 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees31
Clients0
DateOct 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees31
Clients0
DateOct 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees31
Clients0
DateSep 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees30
Clients0
DateAug 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees30
Clients0
DateJun 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees30
Clients0
DateJun 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees30
Clients0
DateMar 2022
Total AUM$591.6M
Discretionary$587M
Non-Disc.$4.6M
Employees30
Clients0
DateDec 2021
Total AUM$589.6M
Discretionary$564.6M
Non-Disc.$25M
Employees27
Clients26
DateNov 2021
Total AUM$589.6M
Discretionary$564.6M
Non-Disc.$25M
Employees27
Clients26
DateOct 2021
Total AUM$589.6M
Discretionary$564.6M
Non-Disc.$25M
Employees27
Clients26
DateAug 2021
Total AUM$589.6M
Discretionary$564.6M
Non-Disc.$25M
Employees27
Clients26
DateJun 2021
Total AUM$589.6M
Discretionary$564.6M
Non-Disc.$25M
Employees27
Clients26
DateApr 2021
Total AUM$753.7M
Discretionary$745.8M
Non-Disc.$7.9M
Employees28
Clients31
DateMar 2021
Total AUM$753.7M
Discretionary$745.8M
Non-Disc.$7.9M
Employees30
Clients31
DateNov 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees31
Clients0
DateSep 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees31
Clients0
DateSep 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees31
Clients0
DateAug 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees31
Clients0
DateAug 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees31
Clients0
DateJul 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees35
Clients0
DateJun 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees35
Clients0
DateJun 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees35
Clients0
DateJun 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees35
Clients0
DateMay 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees35
Clients0
DateMay 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees35
Clients0
DateMar 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees35
Clients0
DateFeb 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees35
Clients0
DateFeb 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees35
Clients0
DateFeb 2020
Total AUM$967.3M
Discretionary$865.1M
Non-Disc.$102.2M
Employees49,818
Clients0
DateJan 2020
Total AUM$933.6M
Discretionary$926.6M
Non-Disc.$7M
Employees20
Clients0
DateDec 2019
Total AUM$933.6M
Discretionary$926.6M
Non-Disc.$7M
Employees20
Clients0
DateDec 2019
Total AUM$933.6M
Discretionary$926.6M
Non-Disc.$7M
Employees20
Clients0
DateDec 2019
Total AUM$901.3M
Discretionary$901.3M
Non-Disc.$0
Employees21
Clients0
DateOct 2019
Total AUM$901.3M
Discretionary$901.3M
Non-Disc.$0
Employees21
Clients0
DateOct 2019
Total AUM$901.3M
Discretionary$901.3M
Non-Disc.$0
Employees22
Clients0
DateSep 2019
Total AUM$901.3M
Discretionary$901.3M
Non-Disc.$0
Employees22
Clients0
DateAug 2019
Total AUM$901.3M
Discretionary$901.3M
Non-Disc.$0
Employees19
Clients0
DateAug 2019
Total AUM$901.3M
Discretionary$901.3M
Non-Disc.$0
Employees19
Clients0
DateJul 2019
Total AUM$901.3M
Discretionary$901.3M
Non-Disc.$0
Employees19
Clients0
DateJul 2019
Total AUM$901.3M
Discretionary$901.3M
Non-Disc.$0
Employees19
Clients0
DateJul 2019
Total AUM$901.3M
Discretionary$901.3M
Non-Disc.$0
Employees19
Clients0
DateJul 2019
Total AUM$830.2M
Discretionary$830.2M
Non-Disc.$0
Employees15
Clients0
DateJun 2019
Total AUM$830.2M
Discretionary$830.2M
Non-Disc.$0
Employees15
Clients0
DateJun 2019
Total AUM$830.2M
Discretionary$830.2M
Non-Disc.$0
Employees15
Clients0
DateMay 2019
Total AUM$830.2M
Discretionary$830.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2019
Total AUM$830.2M
Discretionary$830.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$830.2M
Discretionary$830.2M
Non-Disc.$0
Employees15
Clients0
DateDec 2018
Total AUM$495.6M
Discretionary$490.7M
Non-Disc.$4.9M
Employees15
Clients0
DateSep 2018
Total AUM$495.6M
Discretionary$490.7M
Non-Disc.$4.9M
Employees15
Clients0
DateSep 2018
Total AUM$495.6M
Discretionary$490.7M
Non-Disc.$4.9M
Employees13
Clients0
DateJul 2018
Total AUM$495.6M
Discretionary$490.7M
Non-Disc.$4.9M
Employees13
Clients0
DateJul 2018
Total AUM$495.6M
Discretionary$490.7M
Non-Disc.$4.9M
Employees11
Clients0
DateJun 2018
Total AUM$495.6M
Discretionary$490.7M
Non-Disc.$4.9M
Employees11
Clients0
DateMar 2018
Total AUM$495.6M
Discretionary$490.7M
Non-Disc.$4.9M
Employees9
Clients0
DateFeb 2018
Total AUM$605.4M
Discretionary$605.4M
Non-Disc.$0
Employees9
Clients0
DateJan 2018
Total AUM$605.4M
Discretionary$605.4M
Non-Disc.$0
Employees9
Clients0
DateDec 2017
Total AUM$605.4M
Discretionary$605.4M
Non-Disc.$0
Employees17
Clients0
DateMar 2017
Total AUM$605.4M
Discretionary$605.4M
Non-Disc.$0
Employees16
Clients500
DateFeb 2017
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees11
Clients0
DateOct 2016
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees11
Clients0
DateAug 2016
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2016
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2016
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0