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Building 2TRUENORTH WEALTH & IMPACT, LLC

Map pinJOPLIN, MO
Phone417-434-9400
NotebookSEC #801-125773
Total AUM
$456.2M
Employees
5
Clients
402

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4037 GATEWAY DRIVE
JOPLIN
MO 64804
United States
Operating Hours
9-5
Monday - Friday
Phone
417-434-9400

ReceiptFinancials

Total AUM
$456.2M
Accounts
1,351
Discretionary
$377.5M
Accounts
1,092
Non-Discretionary
$78.6M
Accounts
259

ContactClients

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Individual Clients
242
AUM
$75M
HNW Individual Clients
153
AUM
$360.2M
Charitable Organization Clients
1
AUM
$6.3M
Corporation or Business Clients
6
AUM
$14.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLIAKSLAMOOKTX

HandshakeAffiliates

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

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