TRUE NORTH RETIREMENT ADVISORS, LLC

10151 Se Sunnyside Road, #400
Clackamas, Oregon 97015
Tel: (503) 387-6869

About TRUE NORTH RETIREMENT ADVISORS, LLC

TRUE NORTH RETIREMENT ADVISORS, LLC, formally registered with the SEC as TRUE NORTH RETIREMENT ADVISORS, LLC. The firm was established in 01/05/2018. They have over 1 offices throughout the country.

TRUE NORTH RETIREMENT ADVISORS, LLC is a Clackamas, Oregon based Financial Planning firm with nearly $356,735,780 assets under management, offering retirement planning & investment advisory services to 1169 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290885
SEC#	801-112242
Assets Managed by Firm	$356,735,780
No. of Clients	1169
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1169	$356,735,780
Individuals (other than high net worth individuals)	241	$95,943,332
High net worth individuals	96	$232,232,527
Pension and profit sharing plans	17	$28,559,921

More Retirement Planning firms in Clackamas, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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