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Truenorth Financial Services LLC
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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) |
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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
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|
CT | 0.2 |
Gardey Financial Advisors Inc
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|
MI | 0.2 |
Key Group Management Inc
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|
AZ | 0.2 |
Belvoir Wealth Management AG
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|
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 |