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Truenorth Financial Services LLC
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CRD # | 118273 |
SEC # | 801-116702 |
CIK # | |
AUM | $233.1 MM (2024-03-22) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 206-652-4314 |
Address | 1200 Fifth Avenue, Suite 1810 Seattle, WA 98101 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 76 | 25.2 |
(b) Individuals (high net worth individuals) | 83 | 206.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 5 | 1.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 533 | 233.1 |
By Discretionary | ||
Discretionary | 533 | 233.1 |
Non-Discretionary | 0 | 0.0 |
Total | 533 | 233.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 233.1 | |
Total | 533 | 233.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Kessler Investment Group LLC
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|
IN | 0.2 |
Orser Capital Management LLC
✚
|
TX | 0.2 |
First Dallas Securities Inc
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|
TX | 0.2 |
Breakwater Investment Management LLC
✚
|
WA | 0.2 |
Solitude Financial Services Inc
✚
|
VA | 0.2 |
Artifex Financial Group LLC
✚
|
OH | 0.2 |
Unconventional Investor LLC
✚
|
NH | 0.2 |
Fortitude Financial LLC
✚
|
WA | 0.2 |
Evolution Advisers Inc
✚
|
VA | 0.2 |
Wunderlich Capital Management LLC
✚
|
TN | 0.2 |