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Home > Retirement Planners > texas > dallas > TRUE NORTH ADVISORS, LLC
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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