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Jean-Claude Schultz Morisset

Trunorth Capital Management, LLC

Kalamazoo, MI

East Grand Rapids, MI

CRD 6038678

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Employer firm

Trunorth Capital Management, LLC CRD 165285

$725M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Trunorth Capital Management, Llc

1090 North 10Th Street Suite 210, Kalamazoo, MI 49009 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-04-27
  • MI RA
    APPROVED
    Since 2022-04-27

Branch Locations

1090 North 10Th Street Suite 210, Kalamazoo, MI 49009 • United States

East Grand Rapids, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plante Moran Financial Advisors Grand Rapids MI 05/2014 04/2022
Trunorth Capital Management, Llc Kalamazoo MI 04/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-23
  • S65 Uniform Investment Adviser Law Examination
    2018-08-23

View on SEC IAPD

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Nearby Investors

THOMAS J SCAMPINI
ROBERT F TIGHE
Matthew Adam Kokinis

Nearby Offices

SLEEPING GIANT CAPITAL, LLC · KALAMAZOO, MI
MORGAN STANLEY · KALAMAZOO, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Kalamazoo, MI

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