Truenorth Financial Services LLC

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Assets, Funds, Holdings

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Truenorth Financial Services LLC
CRD #118273
SEC #801-116702
CIK #
AUM $195.1 MM (2023-03-20)
Employees 5 (80% Investors, 0% Brokers)
Phone206-652-4314
Address1200 Fifth Avenue, Suite 1810
Seattle, WA 98101
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002008201320182024
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
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