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TRUENORTH WEALTH
ASSOCIATION FINANCIAL SERVICES INC.
CRD 142205 · SEC 801-68446
1935 VINE STREET, SUITE 120, SALT LAKE CITY, UT, 84121, United States
Phone
801-274-1820
Fax
801-274-1821
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$146.1M
Team
19 total employees; 10 advisory reps; 21 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 584 | $201.0M |
| High net worth individuals | 259 | $857.9M |
| Charitable organizations | 11 | $5.7M |
States served
AZ, CA, CO, ID, NE, OR, UT, WA, TX, CT
All web addresses on file
- https://www.linkedin.com/company/idaho-financial-services/
- https://tnrs.com/
- HTTPS://WWW.FACEBOOK.COM/IMAFINANCIALSERVICES
- HTTPS://WWW.FACEBOOK.COM/TRUENORTHWEALTH/
- https://www.truenorthwealth.com/
- https://truenorthretire.com/
- https://www.imafs.org/
- HTTPS://WWW.FACEBOOK.COM/TRUENORTHRETIRE
- https://www.linkedin.com/company/truenorthretire/
- https://www.linkedin.com/company/truenorth-wealth/
Official SEC filing: View on IAPD