Truenorth Financial Services, LLC
● SEC registered since 2019CRD 118273SEC# 801-116702Seattle, WA
Reg. AUM
$321.7M
Employees
7
Accounts
580
Location
Seattle, WA
Truenorth Financial Services, LLC assets under management
Truenorth Financial Services, LLC is an investment advisory firm registered with the SEC based in Seattle, WA. The firm has been registered since 2019. It reports $321.7 million in regulatory assets under management and employs 7 people.
Truenorth Financial Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brooke Nicole Trinh Control | Chief Compliance Officer, Member | 25-50% | 2020 |
| Joseph Thomas Hebert Control | Managing Member | 50-75% | 2006 |
| Karen Ruth O'Brien Control | Managing Member | 10-25% | 2006 |
Frequently asked questions
How much does Truenorth Financial Services, LLC manage?
Truenorth Financial Services, LLC reports $321.7 million in regulatory assets under management on its Form ADV.
How many employees does Truenorth Financial Services, LLC have?
Truenorth Financial Services, LLC reports 7 employees.
Where is Truenorth Financial Services, LLC located?
Truenorth Financial Services, LLC is based in Seattle, WA and has been SEC-registered since 2019.
Does Truenorth Financial Services, LLC disclose fund performance?
Truenorth Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Fifth Avenue, Suite 1810, Seattle, WA 98101 |
| Phone | (206-652-4314 |
| Fax | 206-652-4316 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$321.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$321.7Mregulatory AUM
Discretionary $316.3MNon-discretionary $5.4M