Trunorth Financial Services, Inc.
Trunorth Financial Services, Inc. is an SEC-registered mass-market adviser in Chambersburg, PA with $309.5M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Trunorth Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111308, SEC 801-112919, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $309.5M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Chambersburg, PA
- Employees
- 6
- Clients
- 445
- CRD
- 111308
- Ownership
- ST. CLAIR, JOANNA, LYNN; BROWELL, COLLEEN, DAWN; TUCKER, THOMAS, CLEVELAND; JACKSON, CHRISTOPHER, JOSEPH
How much AUM does Trunorth Financial Services, Inc. have?
Trunorth Financial Services, Inc. reported $309.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Trunorth Financial Services, Inc.?
Disclosed owners and executives of Trunorth Financial Services, Inc. include ST. CLAIR, JOANNA, LYNN, BROWELL, COLLEEN, DAWN, TUCKER, THOMAS, CLEVELAND, JACKSON, CHRISTOPHER, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.