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True North Retirement Advisors LLC
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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) |
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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
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|
UT | 0.3 |
SOWA Financial Group Inc
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|
RI | 0.3 |
Alta Wealth Advisors LLC
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|
MA | 0.3 |