|
⚲
|
| Truenorth Financial Services LLC
✚
|
|
|---|---|
| CRD # | 118273 |
| SEC # | 801-116702 |
| CIK # | |
| AUM | $195.1 MM (2023-03-20) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 206-652-4314 |
| Address | 1200 Fifth Avenue, Suite 1810 Seattle, WA 98101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 64.9 |
| (b) Individuals (high net worth individuals) | 70 | 130.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 497 | 195.1 |
| By Discretionary | ||
| Discretionary | 497 | 195.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 497 | 195.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.1 | |
| Total | 497 | 195.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fulcrum Equity Management LLC
✚
|
TX | 0.2 |
|
Briggs Wealth Management Inc
✚
|
CT | 0.2 |
|
Gardey Financial Advisors Inc
✚
|
MI | 0.2 |
|
Key Group Management Inc
✚
|
AZ | 0.2 |
|
Belvoir Wealth Management AG
✚
|
0.2 | |
|
RPS Advisory Solutions LLC
✚
|
KY | 0.2 |
|
Catalyst Private Wealth LLC
✚
|
CA | 0.2 |
|
RIA Services LLC
✚
|
WI | 0.2 |
|
Costello Asset Management Inc
✚
|
PA | 0.2 |
|
Treiberg Wealth Management Inc
✚
|
AZ | 0.2 |