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$39.0M Total AUM
$39.0M Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-26-2024
- Office Locations
- 1
Office Locations
1153 Union AVE Newburgh NY
About Trunorth Financial LLC
Trunorth Financial LLC is a Newburgh-based RIA. The firm has been operating for 2 years. Managing $39.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$39.0M AVG AUM / ADVISOR
$288.6K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Shawn Erickson
Chief Compliance Officer, Financial Planner, Founder, Managing Member
- CRD
- #6916517
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,965,213 | $155,240 |
| Non-Discretionary | $0 | -- |
| Total | $38,965,213 | $155,240 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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