|
⚲
|
| Truenorth Financial Services LLC
✚
|
|
|---|---|
| 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) |
|---|
| 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
✚
|
IN | 0.2 |
|
Orser Capital Management LLC
✚
|
TX | 0.2 |
|
First Dallas Securities Inc
✚
|
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 |