IS
CFP
IS
CFP

Ivan Salazar

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
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
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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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Other Business Activities

Ivan owns Vanderbilt Holdings, a rental property, since 2018. He coordinates with tenants for repairs, spending minimal time both during and outside of securities trading hours.

Employment History
Current Registrations
True North Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2017 - June 2018 · 11 mos
Ameriprise Financial Services, INC.Broker
April 2017 - June 2018 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.