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TRUE NORTH FINANCIAL ADVISORS, LLC

CRD 287463

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3968 BROWN PARK DR, STE A, HILLIARD, OH, 43026, United States

Phone

6142053389

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$50.1M

Discretionary AUM

$50.1M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals19$6.8M
High net worth individuals18$43.3M

All web addresses on file

Official SEC filing: View on IAPD