|
⚲
|
| True North Retirement Advisors LLC
✚
|
|
|---|---|
| CRD # | 290885 |
| SEC # | 801-112242 |
| CIK # | |
| AUM | $314.4 MM (2023-03-15) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 503-387-6869 |
| Address | 10151 SE Sunnyside Road, 400 Clackamas, OR 97015 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 83.3 |
| (b) Individuals (high net worth individuals) | 95 | 205.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 25.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 334 | 314.4 |
| By Discretionary | ||
| Discretionary | 320 | 289.0 |
| Non-Discretionary | 14 | 25.4 |
| Total | 334 | 314.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.4 | |
| Total | 334 | 314.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kassouf Wealth Advisors LLC
✚
|
AL | 0.3 |
|
Clark Financial Services Group Inc
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|
MO | 0.3 |
|
Brueske Advisory Services LLC
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WA | 0.3 |
|
Hilltop Partners LLC
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|
IN | 0.3 |
|
Compound Advisers Inc
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|
CA | 0.3 |
|
Money Management Services Inc
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AL | 0.3 |
|
Professional Financial Advisors Inc
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|
PA | 0.3 |
|
Elevated Capital Advisors LLC
✚
|
UT | 0.3 |
|
SOWA Financial Group Inc
✚
|
RI | 0.3 |
|
Alta Wealth Advisors LLC
✚
|
MA | 0.3 |