Kristin
Bennett
Trunorth Capital Management, LLC
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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
Services Offered
Fee Structure
Office Location
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Trunorth Capital Management, LLC Brokerage Details
$415,276,666
4
852
$487,414
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
Trunorth Capital Management
Greenleaf Trust
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
Kalamazoo, MI
Kalamazoo, MI
Kalamazoo, MI
Kalamazoo, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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