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| Keyboard |
| True North Retirement Advisors LLC
✚
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|
|---|---|
| CRD # | 290885 |
| SEC # | 801-112242 |
| CIK # | |
| AUM | 460.9 M (2026-03-11) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 503-387-6869 |
| Address | 10151 SE Sunnyside Road Clackamas, OR 97015 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 91.0 |
| (b) Individuals (high net worth individuals) | 124 | 324.2 |
| (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 | 45.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 1,140 | 460.9 |
| By Discretionary | ||
| Discretionary | 1,123 | 415.9 |
| Non-Discretionary | 17 | 45.0 |
| Total | 1,140 | 460.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.9 | |
| Total | 1,140 | 460.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Adirondack Financial Services Corp
✚
|
NY | 461.8 M |
|
Gainplan LLC
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|
MI | 461.6 M |
|
Websterrogers Financial Advisors LLC
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|
Beta Wealth Group Inc
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|
Roth Financial Partners LLC
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TX | 460.1 M |
|
Vermillion Wealth Management Inc
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MN | 459.9 M |
|
Alpha Financial Partners LLC
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KY | 459.9 M |
|
Beacon Advisors Holdings LLC
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TX | 459.6 M |
|
Blake Schutter Theil Wealth Advisors LLC
✚
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OH | 459.5 M |
|
Saiph Capital LLC
✚
|
NJ | 459.4 M |