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TRUNORTH FINANCIAL SERVICES, INC.
CRD 111308 · SEC 801-112919
425 PHOENIX DRIVE, CHAMBERSBURG, PA, 17201, United States
Phone
717-267-1426
Fax
717-267-1584
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$309.5M
Discretionary AUM
$309.5M
Team
6 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 351 | $110.4M |
| High net worth individuals | 88 | $190.5M |
| Charitable organizations | 6 | $8.1M |
States served
CO, MD, NC, PA, SC, TX
All web addresses on file
Official SEC filing: View on IAPD