True North Advisors, LLC
True North Advisors, LLC (CRD# 116048) is a financial advisory firm headquartered in Dallas, TX. They manage $3,006,399,719 in 3,532 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management3,006MILLION
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Total Number of Accounts3,532ACCOUNTS
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Average Account Value$851,189
- 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. Michael Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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. Colin Bindner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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. Caleb Brian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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. Adam Farris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.