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TRUENORTH WEALTH ADVISORS
1200 Fifth Avenue, Suite 1810
Seattle, Washington 98101
Tel: (206-652-4314
About TRUENORTH WEALTH ADVISORS
TRUENORTH WEALTH ADVISORS, formally registered with the SEC as TRUENORTH WEALTH ADVISORS. The firm was established in 05/24/2019. They have over 2 offices throughout the country.
TRUENORTH WEALTH ADVISORS is a Seattle, Washington based Financial Planning firm with nearly $233,073,809 assets under management, offering retirement planning & investment advisory services to 533 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118273 |
| SEC# | 801-116702 |
| Assets Managed by Firm | $233,073,809 |
| No. of Clients | 533 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 533 | $233,073,809 |
| Individuals (other than high net worth individuals) | 76 | $25,237,092 |
| High net worth individuals | 83 | $206,714,378 |
| Charitable organizations | 5 | $1,122,339 |
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