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 $233.1 MM (2024-03-22)
Employees 5 (80% Investors, 0% Brokers)
Phone206-652-4314
Address1200 Fifth Avenue, Suite 1810
Seattle, WA 98101
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002010201520202025
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
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