Company Overview
- Website
- truenorthadvisors.com
- Phone
- (214) 360-7300
- Employees
- 51
- Founded in
- 2000
- Industry
- Financial Services
Financials & Stats
Revenue
$50B
Recent News & Media
Texas based $3.9B RIA firm True North announces expansion
- Sep 20, 2024
- investmentnews.com
True North Advisors adds $470M in assets, expands Texas presence with acquisition
- Sep 19, 2024
- bizjournals.com
True North Advisors Expands Texas Presence with Acquisition of Clear Rock Advisors
- Sep 19, 2024
- businesswire.com
True North Advisors Hires Melissa Lucas and Susan Rowinski to Elevate Expanding Family Wealth Offering
- Jun 27, 2024
- businesswire.com
Kirkland Advises HGGC on Strategic Investment in True North Advisors
- Jan 25, 2024
- kirkland.com
Wealth Partners Capital Group and HGGC Establish Strategic Partnership With True North Advisors
- Jan 24, 2024
- businesswire.com
Who is True North Advisors LLC
True North Advisors LLC is a fee-based registered investment adviser (RIA) and multi-family office headquartered in Dallas, Texas. The company employs 51 people and generates $50 million in annual revenue. True North Advisors provides a variety of wealth and investment offerings to individuals and investors. These include integrated wealth planning, business exit planning, and private investment solutions. True North Advisors distinguishes itself through its commitment to a holistic approach to wealth and investment management, aiming to enrich lives and legacies across multiple generations. The company focuses on crafting bespoke solutions to ensure the longevity and prosperity of client portfolios. For more information, visit truenorthadvisors.com.
Company Leadership
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