TrueAdvisor
TrueAdvisor
CC
CFA
CC
CFA

Christopher Holub Conlan

True North Advisors, LLC
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
True North Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
921 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee

Location

3131 Turtle Creek, Suite 1300, Dallas, TX, 75219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
True North Advisors, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Goldman, Sachs & CO.Broker
September 2012 - March 2016 · 3 yrs 6 mos
Reynders, Gray & CO., IncorporatedBroker
June 2005 - August 2005 · 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.