PW
Paul C. Wittman
TRU INDEPENDENCE ASSET MANAGEMENT
Portland, OR 97205
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CRD#: 5453685
PW
Professional summary
Paul Canon Wittman, who also goes by Paul C Wittman, Paul Wittman, is a registered financial advisor currently at TRU INDEPENDENCE ASSET MANAGEMENT, LLC located in Portland, Oregon.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Paul has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul C Wittman | Paul Wittman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. ENTITY NAME: FOUR MUSKETEERS THE MOVIE LLC;
INVESTMENT RELATED: NO;
ADDRESS: SPOKANE, WA;
NATURE OF THE OTHER BUSINESS: MOTION PICTURE AND VIDEO PRODUCTION;
POSITION/TITLE/RELATIONSHIP: INVESTOR;
START DATE: 7/30/19;
APPROXIMATE # OF HOURS A MONTH: 0;
APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0;
BRIEFLY DESCRIBE YOUR DUTIES: NONE.
2. ENTITY NAME: RENTAL PROPERTIES;
INVESTMENT RELATED: NO;
ADDRESS: OREGON & SPOKANE, WA;
NATURE OF THE OTHER BUSINESS: RENTAL PROPERTIES;
POSITION/TITLE/RELATIONSHIP: OWNER;
START DATE: 6/20/2019;
APPROXIMATE # OF HOURS A MONTH: 1;
APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 1;
BRIEFLY DESCRIBE YOUR DUTIES: NONE.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Canon Wittman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 10, 2016 - Present
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
Office #1: 720 Sw Washington Street Suite 310, Portland, OR 97205RIA
CRD#: 168256
Portland, OR
Past
January 11, 2008 - May 31, 2016
TRAN CAPITAL MANAGEMENT, L.P.
RIA
CRD#: 107049
SAN RAFAEL, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
ALLIUM FINANCIAL ADVISORS | YUVA WEALTH PLANNING | YELLOWWOOD WEALTH SOLUTIONS, LLC | WASHINGTON PARK ADVISORS | VALDA | TRU INDEPENDENCE, LLC | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | TACTICAL ADVISOR 13, LLC | SAMARA CAPITAL | PURE PORTFOLIOS | PACES FERRY WEALTH ADVISORS | MOTIVE WEALTH ADVISORS | MARTINWRIGHT ADVISORY, LLC | JUPITER WEALTH MANAGEMENT | JEPPSON WEALTH MANAGEMENT | JADWIN ASSET MANAGEMENT | HABER INVESTMENT COUNSEL | CHIRON CAPITAL MANAGEMENT
CRD#: 168256 / SEC#: 801-78748
RIA
Registered Investment Advisory firm - (11/5/2013 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(3/10/2016)
Current Firm
TI
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
ALLIUM FINANCIAL ADVISORS | YUVA WEALTH PLANNING | YELLOWWOOD WEALTH SOLUTIONS, LLC | WASHINGTON PARK ADVISORS | VALDA | TRU INDEPENDENCE, LLC | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | TACTICAL ADVISOR 13, LLC | SAMARA CAPITAL | PURE PORTFOLIOS | PACES FERRY WEALTH ADVISORS | MOTIVE WEALTH ADVISORS | MARTINWRIGHT ADVISORY, LLC | JUPITER WEALTH MANAGEMENT | JEPPSON WEALTH MANAGEMENT | JADWIN ASSET MANAGEMENT | HABER INVESTMENT COUNSEL | CHIRON CAPITAL MANAGEMENT
CRD#: 168256 / SEC#: 801-78748
RIA
Registered Investment Advisory firm - (11/5/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224
Mailing Address
Phone number
(971) 371-3444
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,261 |
| AUM (Assets Under Management) | $ 575,284,516 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
