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| Happy Holidays!! thanks for using AUM13F!! |
| Truenorth Financial Services LLC
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|---|---|
| CRD # | 118273 |
| SEC # | 801-116702 |
| CIK # | |
| AUM | $268.6 M (2025-03-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 206-652-4314 |
| Address | 1200 Fifth Avenue, Suite 1810 Seattle, WA 98101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 27.4 |
| (b) Individuals (high net worth individuals) | 89 | 239.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 268.6 |
| By Discretionary | ||
| Discretionary | 568 | 268.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 568 | 268.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.6 | |
| Total | 568 | 268.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortitude Financial LLC
✚
|
WA | 0.3 |
|
Base Wealth Management LLC
✚
|
FL | 0.3 |
|
Gamma Asset Management LLC
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PR | 0.3 |
|
Security First Financial Inc
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|
MI | 0.3 |
|
The Nestegg Group Inc
✚
|
IL | 0.3 |
|
Spreng Capital Management Inc
✚
|
OH | 0.3 |
|
Kovalcik & Geraghty Wealth Partners LLP
✚
|
OH | 0.3 |
|
Founder Family Financial LLC
✚
|
0.3 | |
|
Unconventional Investor LLC
✚
|
0.3 | |
|
Tradewell Securities LLC
✚
|
IN | 0.3 |