Unclaimed Profile

Victor Mitra Esclamado

TRUE NORTH ADVISORS, LLC·DALLAS, Texas

SIE, Series 63, Series 65, Series 79TOClean record15 years registeredTRUE NORTH ADVISORS, LLC

8350 NORTH CENTRAL EXPRESSWAY, DALLAS, TX 75206CRD# 1243815Firm CRD# 116048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Victor Mitra Esclamado · DALLAS, TX

Registration

CRD #1243815 · TRUE NORTH ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUE NORTH ADVISORS, LLC

ENCORE FINANCIAL ADVISORS, LLC

Jan 2015 – Jun 2015

DALLAS, TX

TRUE NORTH ADVISORS, LLC

May 2011 – Sep 2014

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 63

Series 65

Series 79TO

Registration record

First registered · May 25, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUE NORTH ADVISORS, LLC

CRD 116048 · SEC 801-66250

AUM

$3.3B

Regulatory assets under management

Employees

3,808 client accounts

Services offered by TRUE NORTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at TRUE NORTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Victor Mitra Esclamado offer?

Victor Mitra Esclamado specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Victor Mitra Esclamado's credentials?

Victor Mitra Esclamado is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Victor Mitra Esclamado located?

Victor Mitra Esclamado is based in DALLAS, Texas, last registered with TRUE NORTH ADVISORS, LLC.

How does Victor Mitra Esclamado charge for services?

Victor Mitra Esclamado's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUE NORTH ADVISORS, LLC?

TRUE NORTH ADVISORS, LLC has approximately 52 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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