True North Financial Advisors, LLC
Firm details
- Headquarters
- Hilliard, Ohio
- CRD number
- 287463
- Website
- www.truenorthfa.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.35%
- Individuals13.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
True North Financial Advisors, LLC is an independent, owner-operated RIA organized as an LLC and state-registered in Ohio. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners, operating under a fee model that combines a percentage-of-AUM schedule with fixed fees. It is not positioned as a multi-state or pension consultant adviser and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hilliard, OH
Franklin
Location
Hilliard, OH
Headquartered in Hilliard, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 3968 Brown Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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