|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| True North Retirement Advisors LLC
✚
|
|
|---|---|
| CRD # | 290885 |
| SEC # | 801-112242 |
| CIK # | |
| AUM | $430.2 M (2025-03-31) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 503-387-6869 |
| Address | 10151 SE Sunnyside Road Clackamas, OR 97015 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 95.0 |
| (b) Individuals (high net worth individuals) | 114 | 298.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 36.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,175 | 430.2 |
| By Discretionary | ||
| Discretionary | 1,158 | 393.5 |
| Non-Discretionary | 17 | 36.7 |
| Total | 1,175 | 430.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 430.2 | |
| Total | 1,175 | 430.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trueblood Wealth Management LLC
✚
|
OH | 0.4 |
|
Vantage Point Financial LLC
✚
|
IL | 0.4 |
|
von Berge Wealth Management Group LLC
✚
|
CA | 0.4 |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.4 |
|
Acorn Wealth Advisors LLC
✚
|
MI | 0.4 |
|
van Strum & Towne Inc
✚
|
CA | 0.4 |
|
Delta Financial Advisors LLC
✚
|
LA | 0.4 |
|
The Menard Financial Group LLC
✚
|
TX | 0.4 |
|
Sterling Wealth Management Inc
✚
|
IL | 0.4 |
|
Beta Wealth Group Inc
✚
|
CA | 0.4 |