![Craig P. Stuvland](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Amit Dogra | M | - |
tru Independence LLC
![]() tru Independence LLC Investment ManagersFinance Tru Independence LLC is a service delivery firm that provides a unique experience for its community of advisors through the combination of behavioral finance, fintech, and human capital. The company is based in Portland, OR, and has subsidiaries in the United States. Tru Independence is an open architecture platform that provides the full suite of services needed for established wealth management firms and RIAs seeking independence to grow their business efficiently and effectively. Tru Independence provides access to turnkey technology infrastructure, in-house c-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility, including employee training, business consulting, operations support, and compliance. The company aims to be a fiduciary, growth, and service excellence partner for its advisors, allowing them to focus on client services while maximizing their revenue, technology, and marketing. The company was founded in 2014, and the CEO is Craig P. Stuvland. | - |
Larry Niel Frager | M | 80 |
tru Independence Asset Management LLC
![]() tru Independence Asset Management LLC Investment ManagersFinance tru Independence Asset Management LLC (tru Independence) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Larry Frager in 2016 and is owned by tru Independence LLC. tru Independence offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | 8 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Gary Thomas Bonner | M | - |
tru Independence LLC
![]() tru Independence LLC Investment ManagersFinance Tru Independence LLC is a service delivery firm that provides a unique experience for its community of advisors through the combination of behavioral finance, fintech, and human capital. The company is based in Portland, OR, and has subsidiaries in the United States. Tru Independence is an open architecture platform that provides the full suite of services needed for established wealth management firms and RIAs seeking independence to grow their business efficiently and effectively. Tru Independence provides access to turnkey technology infrastructure, in-house c-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility, including employee training, business consulting, operations support, and compliance. The company aims to be a fiduciary, growth, and service excellence partner for its advisors, allowing them to focus on client services while maximizing their revenue, technology, and marketing. The company was founded in 2014, and the CEO is Craig P. Stuvland. | - |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 3 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Craig P. Stuvland
- Réseau Personnel