TRUE NORTH ADVISORS, LLC

3131 Turtle Creek
Suite 1300
Dallas, Texas 75219
Tel: 214-360-7300

About TRUE NORTH ADVISORS, LLC

TRUE NORTH ADVISORS, LLC, formally registered with the SEC as TRUE NORTH ADVISORS, LLC. The firm was established in 02/21/2006. They have over 2 offices throughout the country.

TRUE NORTH ADVISORS, LLC is a Dallas, Texas based Financial Planning firm with nearly $3,341,152,592 assets under management, offering retirement planning & investment advisory services to 3808 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116048
SEC#	801-66250
Assets Managed by Firm	$3,341,152,592
No. of Clients	3808
No. of Advisors	52

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3808	$3,341,152,592
Individuals (other than high net worth individuals)	210	$134,010,621
High net worth individuals	396	$2,362,155,987
Charitable organizations	6	$32,615,694

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