Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,261 clients
Average Client Portfolio
$456K average
Assets Under Management
$575.3M

Fee Structure

Financial Planning:Included in AUM fee
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Location

720 SW Washington Street, Suite 310, Portland, OR, 97205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul is an investor in Four Musketeers The Movie LLC, a motion picture and video production company, but has no duties. He also owns rental properties in Oregon and Spokane, WA, dedicating minimal time to this activity.

Employment History
Current Registrations
Tru Independence Asset Management, LLC
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Lateef Investment Management, LP.
January 2008 - May 2016 · 8 yrs 4 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.