TRUE NORTH FINANCIAL

3178 Gabel Rd
Suite 1
Billings, Montana 59102
Tel: 406-294-5000

About TRUE NORTH FINANCIAL

TRUE NORTH FINANCIAL, formally registered with the SEC as TRUE NORTH FINANCIAL. The firm was established in 07/31/2020. They have over 1 offices throughout the country.

TRUE NORTH FINANCIAL is a Billings, Montana based Financial Planning firm with nearly $297,528,204 assets under management, offering retirement planning & investment advisory services to 1157 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309126
SEC#	801-118992
Assets Managed by Firm	$297,528,204
No. of Clients	1157
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	1157	$297,528,204
Individuals (other than high net worth individuals)	368	$96,808,974
High net worth individuals	81	$197,492,173
Charitable organizations	4	$3,059,218
Corporations or other businesses	2	$167,839

Inquire with TRUE NORTH FINANCIAL

More Retirement Planning firms in Billings, Montana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
D.A. DAVIDSON & CO. 8 Third Street North Great Falls, MT, 59401	$23,892,459,266	76487	600
INVESTMENT MANAGEMENT GROUP 402 N. Broadway Billings, MT, 59101	$4,470,755,002	2044	26
DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls, MT, 59401-3104	$3,983,537,292	3611	32
STACK FINANCIAL MANAGEMENT INC 625 Wisconsin Avenue Whitefish, MT, 59937-2129	$1,701,274,577	1468	17
BITTERROOT CAPITAL ADVISORS LLC 118 East Main Street Bozeman, MT, 59715	$1,228,715,227	18	8

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