Kristin
Bennett

Trunorth Capital Management, LLC

CRD#5744787
Investment Advisor
in Kalamazoo, MI

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About this Advisor

Kristin Bennett is a financial advisor based in Kalamazoo, Michigan, working with Trunorth Capital Management, LLC. Kristin has previously held positions at Plante Moran Financial Advisors, Trunorth Capital Management, and Greenleaf Trust. Kristin is registered to provide services in Michigan. Currently, Kristin is part of Trunorth Capital Management, LLC, which operates out of Kalamazoo, Michigan. The firm has 1 office and 4 employees. The firm manages assets totaling $415.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and publication of newsletters. The fee structure at Trunorth Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1090 North 10Th Street Suite 210
Kalamazoo, MI 49009

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Trunorth Capital Management, LLC Brokerage Details

Total Assets Under Management

$415,276,666

MI Average: $943,424,332
Total Number of Employees

4

MI Average: 21
Total Number of Accounts

852

MI Average: 1,586
Average Account Size

$487,414

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Kristin Bennett Work History

2023 - Present (1 year)

Trunorth Capital Management

2020 - 2023 (3 years)

Greenleaf Trust

2006 - 2019 (13 years)

Plante Moran Financial Advisors

Disclosures

Please visit the SEC profile of Kristin Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trunorth Capital Management, LLC

Jean-Claude Morisset
Kalamazoo, MI
Brian Mullally
Kalamazoo, MI
Kristin Bennett
Kalamazoo, MI
Kevin Miller
Kalamazoo, MI

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