TrueNorth Wealth

RIASEC RegisteredEst. 2007

Total AUM

$1.3B

Discretionary

$146M

12% of AUM

Avg account

$447K

Accounts

2,829

Employees

Advisory reps

Firm details

Headquarters: Murray, Utah
CRD number: 142205
Registered since: October 15, 2007
Website: www.truenorthwealth.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI67.78%
Individuals15.88%
Other15.88%
Charitable Organizations0.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

TrueNorth Wealth is an independent, corporation-structured registered investment adviser that has been SEC-registered since 2007 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its fee arrangements include percentage-of-AUM billing, hourly charges and other fee types. Core advisory activities listed in regulatory filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and client education through periodicals and seminars. The firm does not identify itself as an active ESG investor.