True North Advisors, LLC
True North Advisors, LLC (CRD# 116048) is a financial advisory firm headquartered in Dallas, TX. They manage $3,341,152,592 in 3,808 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management3,341MILLION
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Total Number of Accounts3,808ACCOUNTS
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Average Account Value$877,404
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, KS, LA, MO, NH, TX, VA
Michael Anderson (CRD# 4762987) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 20 years of experience in the finance industry.
Colin Bindner (CRD# 6200376) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 9 years of experience in the finance industry.
Matthew Borowski (CRD# 4530936) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 21 years of experience in the finance industry.
Caleb Brian (CRD# 6017664) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Adam Farris (CRD# 6731894) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
Mark Gehlbach (CRD# 2833692) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 27 years of experience in the finance industry.
Marcus Ham (CRD# 1531662) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 37 years of experience in the finance industry.
Brian Heider (CRD# 6554602) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Dhruv Maniktala (CRD# 4884359) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 19 years of experience in the finance industry.
Christopher Pate (CRD# 5910801) is an Investment Advisor Representative working at True North Advisors, LLC in Fort Worth, TX and has over 12 years of experience in the finance industry.