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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Stacy Sizemore, Iaccp® | Chief Compliance Officer at Tru Independence, Llc | Portland, Oregon, United States |
Email
Phone
|
| Amit Dogra | Wealth Management/fintech/ria/m&a/family Office Business Leader, Operator, Growth Expert | Greater Philadelphia, United States |
Email
Phone
|
| Jason Lawton, Iaccp® | Director of Operations at Tru Independence | Portland, Oregon, United States |
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 | 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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