True North Retirement Advisors, LLC
● SEC registered since 2018CRD 290885SEC# 801-112242Clackamas, OR
Reg. AUM
$460.9M
Employees
7
Accounts
1,140
Location
Clackamas, OR
True North Retirement Advisors, LLC assets under management
True North Retirement Advisors, LLC is an investment advisory firm registered with the SEC based in Clackamas, OR. The firm has been registered since 2018. It reports $460.9 million in regulatory assets under management and employs 7 people.
True North Retirement Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Marie Micciche Control | Managing Principal | Over 75% | 2017 |
| David George Wilson Control | Member, President, And Founder | 10-25% | 2017 |
| Troy Douglas Micciche Control | Chief Compliance Officer & Controller | Under 5% | 2024 |
Frequently asked questions
How much does True North Retirement Advisors, LLC manage?
True North Retirement Advisors, LLC reports $460.9 million in regulatory assets under management on its Form ADV.
How many employees does True North Retirement Advisors, LLC have?
True North Retirement Advisors, LLC reports 7 employees.
Where is True North Retirement Advisors, LLC located?
True North Retirement Advisors, LLC is based in Clackamas, OR and has been SEC-registered since 2018.
Does True North Retirement Advisors, LLC disclose fund performance?
True North Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10151 SE Sunnyside Road, #400, Clackamas, OR 97015 |
| Phone | (503) 387-6869 |
| Fax | (503) 974-2420 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$460.9M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$460.9Mregulatory AUM
Discretionary $415.9MNon-discretionary $45M