True North Retirement Advisors, LLC is a large advisory firm based in Clackamas. It manages $215.21 million of regulatory assets for 952 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, New Hampshire, and 3 other states.
True North Retirement Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of True North Retirement Advisors, LLC is $215.21 million. The firm's AUM has grown by 24% since the beginning of its operation, and $447.45 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay True North Retirement Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of True North Retirement Advisors is high net worth individuals with 59 clients and $116.52 million of assets under management. Among the 11 most similar advisory firms, True North Retirement Advisors has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $215.21 million for 287 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
True North Retirement Advisors doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where True North Retirement Advisors, LLC performs its advisory services is located at 10151 Se Sunnyside Road, #400, Clackamas, OR 97015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (503) 387-6869 or by fax (503) 974-2420. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at truenorthretirementadvisors.com and its LinkedIn profile.