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Building 2TRUE NORTH FINANCIAL

Map pinBILLINGS, MT
Phone406-294-5000
NotebookSEC #801-118992
Total AUM
$357.4M
Employees
6
Clients
486

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3178 GABEL RD
SUITE 1
BILLINGS
MT 59102
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
406-294-5000

ReceiptFinancials

Total AUM
$357.4M
Accounts
1,212
Discretionary
$357.4M
Accounts
1,212
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
404
AUM
$117.3M
HNW Individual Clients
80
AUM
$236.6M
Charitable Organization Clients
1
AUM
$3M
Corporation or Business Clients
1
AUM
$544.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLIDLAMTNDNENVORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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