TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
CRD #309098 SEC #801-118810 PORTLAND, OR 971-371-3444
SEC Registered
Total AUM
$217.1M
Discretionary
$213.6M
Employees
33
Clients
26
Accounts
264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $217.1M | $213.6M | $3.5M | 33 | 0 |
| Feb 2025 | $217.1M | $213.6M | $3.5M | 33 | 0 |
| Nov 2024 | $117.2M | $113.7M | $3.5M | 36 | 0 |
| Nov 2024 | $117.2M | $113.7M | $3.5M | 36 | 0 |
| Nov 2024 | $117.2M | $113.7M | $3.5M | 36 | 0 |
| Oct 2024 | $117.2M | $113.7M | $3.5M | 36 | 0 |
| Jun 2024 | $117.2M | $113.7M | $3.5M | 36 | 0 |
| May 2024 | $117.2M | $113.7M | $3.5M | 36 | 0 |
| May 2024 | $117.2M | $113.7M | $3.5M | 31 | 0 |
| Apr 2024 | $117.2M | $113.7M | $3.5M | 31 | 0 |
| Mar 2024 | $117.2M | $113.7M | $3.5M | 31 | 0 |
| Mar 2024 | $117.2M | $113.7M | $3.5M | 31 | 0 |
| Feb 2024 | $117.2M | $113.7M | $3.5M | 31 | 0 |
| Nov 2023 | $101.6M | $101.6M | $0 | 20 | 0 |
| Sep 2023 | $101.6M | $101.6M | $0 | 20 | 0 |
| May 2023 | $101.6M | $101.6M | $0 | 20 | 0 |
| Mar 2023 | $320.1M | $320.1M | $0 | 24 | 0 |
| Oct 2022 | $284.6M | $284.6M | $0 | 27 | 0 |
| Jun 2022 | $284.6M | $284.6M | $0 | 27 | 0 |
| Mar 2022 | $284.6M | $284.6M | $0 | 27 | 0 |
| Feb 2022 | $140.2M | $140.2M | $0 | 26 | 0 |
| Nov 2021 | $140.2M | $140.2M | $0 | 26 | 0 |
| Aug 2021 | $140.2M | $140.2M | $0 | 26 | 0 |
| Jul 2021 | $140.2M | $140.2M | $0 | 23 | 0 |
| Jul 2021 | $140.2M | $140.2M | $0 | 23 | 0 |
| May 2021 | $140.2M | $140.2M | $0 | 23 | 0 |
| Jan 2021 | $140.2M | $140.2M | $0 | 23 | 0 |
| Dec 2020 | $0 | $0 | $0 | 20 | 0 |
| Dec 2020 | $0 | $0 | $0 | 20 | 0 |
| Sep 2020 | $0 | $0 | $0 | 20 | 0 |
| Sep 2020 | $0 | $0 | $0 | 20 | 0 |
| Aug 2020 | $0 | $0 | $0 | 20 | 0 |
| Aug 2020 | $0 | $0 | $0 | 20 | 0 |
| May 2020 | $0 | $0 | $0 | 17 | 0 |
| Apr 2020 | $0 | $0 | $0 | 17 | 0 |
DateMar 2025
Total AUM$217.1M
Discretionary$213.6M
Non-Disc.$3.5M
Employees33
Clients0
DateFeb 2025
Total AUM$217.1M
Discretionary$213.6M
Non-Disc.$3.5M
Employees33
Clients0
DateNov 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees36
Clients0
DateNov 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees36
Clients0
DateNov 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees36
Clients0
DateOct 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees36
Clients0
DateJun 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees36
Clients0
DateMay 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees36
Clients0
DateMay 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees31
Clients0
DateApr 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees31
Clients0
DateMar 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees31
Clients0
DateMar 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees31
Clients0
DateFeb 2024
Total AUM$117.2M
Discretionary$113.7M
Non-Disc.$3.5M
Employees31
Clients0
DateNov 2023
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees20
Clients0
DateSep 2023
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees20
Clients0
DateMay 2023
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$320.1M
Discretionary$320.1M
Non-Disc.$0
Employees24
Clients0
DateOct 2022
Total AUM$284.6M
Discretionary$284.6M
Non-Disc.$0
Employees27
Clients0
DateJun 2022
Total AUM$284.6M
Discretionary$284.6M
Non-Disc.$0
Employees27
Clients0
DateMar 2022
Total AUM$284.6M
Discretionary$284.6M
Non-Disc.$0
Employees27
Clients0
DateFeb 2022
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees26
Clients0
DateNov 2021
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees26
Clients0
DateAug 2021
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees26
Clients0
DateJul 2021
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees23
Clients0
DateJul 2021
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees23
Clients0
DateMay 2021
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees23
Clients0
DateJan 2021
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees23
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0