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TRUE NORTH RETIREMENT ADVISORS, LLC
CRD 290885 · SEC 801-112242
10151 SE SUNNYSIDE ROAD, #400, CLACKAMAS, OR, 97015, United States
Phone
(503) 387-6869
Fax
(503) 974-2420
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$460.9M
Discretionary AUM
$415.9M
Team
7 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 241 | $91.0M |
| High net worth individuals | 124 | $324.2M |
| Pension/profit sharing plans | 17 | $45.0M |
States served
AZ, CA, ID, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD