TRUE NORTH ADVISORS, LLC

DALLAS, Texas·4 registered advisors·CRD# 116048
SEC# 801-662501214-360-7300
01

Firm Overview

AUM
$3.3B
Regulatory assets under management
Employees
52
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at TRUE NORTH ADVISORS, LLC

4 registered advisors
Dhruv Maniktala
DALLAS, Texas
Mark Hunter Gehlbach
DALLAS, Texas
Scott Adair Wood
DALLAS, Texas
Victor Mitra Esclamado
DALLAS, Texas
05

Office Locations

DALLAS, Texas
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TRUE NORTH ADVISORS, LLC (CRD# 116048) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.