Assets Under Management
$4.5B
Number of Clients
921
Number of Advisors
30
Average Client AUM
$4.9M
AUM per Advisor
$149.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
True North Advisors provides comprehensive financial solutions, including financial planning and investment management. They focus on understanding clients' financial situations, setting goals, and developing tailored investment portfolios using various asset classes. They collaborate with other advisors and provide ongoing monitoring and advice.
3131 Turtle Creek, Suite 1300, Dallas, TX, 75219