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 registered investment adviser organized as a corporation and SEC-registered since 2007. The firm is individually owned and serves both individual/family clients and institutional accounts. Its billing mixes percentage-of-AUM fees with hourly and other charge arrangements. Advisory services listed in filings include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, as well as client education through publications and workshops. The firm does not position itself as an active ESG investor and is not identified as a capital allocator.