tru Independence

tru Independence

Financial Services 15350 Sw Sequoia Parkway 27 employees
Employees
27
Contacts
3
Emails
3
Phones
3

tru Independence Overview

Headquarters
15350 Sw Sequoia Parkway
Phone Number
Available in AeroLeads
Website
tru-ind.com
Industry
Financial Services
Employees
27
Founded
2014
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About tru Independence

tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms—while maintaining 100% ownership stake of their new entity.

tru Independence Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

tru Independence Org Chart

Sample employees and titles
Name Title Contact
Stacy Sizemore, Iaccp® Chief Compliance Officer at Tru Independence, Llc
Email Phone
Amit Dogra Wealth Management/fintech/ria/m&a/family Office Business Leader, Operator, Growth Expert
Email Phone
Jason Lawton, Iaccp® Director of Operations at Tru Independence
Email Phone
Craig Butler Chief Growth Officer, Managing Partner at Tru Independence
View

Employees by Management Level

Individual contributor 8 profiles
Executive 4 profiles
Director 3 profiles
Senior / Lead 2 profiles
Associate / junior 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 4 4 2
Executive 3 3 2
Operations 3 3 1
Legal 3 3 0
Sales 1 1 0

tru Independence Tech Stack

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