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TRUE NORTH ADVISORS, LLC
DALLAS, TX
214-360-7300
SEC #801-66250Total AUM
$5.4B
Employees
89Clients
1,068Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3131 TURTLE CREEK
SUITE 1300
DALLAS
TX 75219
United States
SUITE 1300
DALLAS
TX 75219
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
214-360-7300
Other Offices
5
Financials
Total AUM
$5.4B
Accounts
5,298Discretionary
$5B
Accounts
5,284Non-Discretionary
$402.2M
Accounts
14
Clients
Individual Clients
428AUM
$136M
HNW Individual Clients
594AUM
$3.8B
Pooled Vehicle Clients
34AUM
$1.1B
Charitable Organization Clients
7AUM
$38.2M
Corporation or Business Clients
5AUM
$373.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAILKSLAMONHNJNYTNTXVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.