TRUE NORTH RETIREMENT ADVISORS, LLC
CRD #290885 SEC #801-112242 CLACKAMAS, OR (503) 387-6869
SEC Registered
Total AUM
$430.2M
Discretionary
$393.5M
Employees
8
Clients
10
Accounts
1,175
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $430.2M | $393.5M | $36.7M | 8 | 2 |
| Oct 2024 | $356.7M | $328.2M | $28.6M | 8 | 3 |
| Mar 2024 | $356.7M | $328.2M | $28.6M | 8 | 3 |
| Mar 2023 | $314.4M | $289M | $25.4M | 8 | 4 |
| Mar 2022 | $340.6M | $311.1M | $29.5M | 7 | 2 |
| Mar 2021 | $291.1M | $263.9M | $27.2M | 7 | 2 |
| Sep 2020 | $265.1M | $237.8M | $27.3M | 7 | 0 |
| May 2020 | $265.1M | $237.8M | $27.3M | 8 | 0 |
| Mar 2020 | $265.1M | $237.8M | $27.3M | 8 | 0 |
| Mar 2019 | $215.2M | $192.1M | $23.2M | 7 | 0 |
| Apr 2018 | $174.1M | $174.1M | $0 | 4 | 0 |
| Jan 2018 | $0 | $0 | $0 | 4 | 0 |
| Jan 2018 | $0 | $0 | $0 | 4 | 0 |
| Dec 2017 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$430.2M
Discretionary$393.5M
Non-Disc.$36.7M
Employees8
Clients2
DateOct 2024
Total AUM$356.7M
Discretionary$328.2M
Non-Disc.$28.6M
Employees8
Clients3
DateMar 2024
Total AUM$356.7M
Discretionary$328.2M
Non-Disc.$28.6M
Employees8
Clients3
DateMar 2023
Total AUM$314.4M
Discretionary$289M
Non-Disc.$25.4M
Employees8
Clients4
DateMar 2022
Total AUM$340.6M
Discretionary$311.1M
Non-Disc.$29.5M
Employees7
Clients2
DateMar 2021
Total AUM$291.1M
Discretionary$263.9M
Non-Disc.$27.2M
Employees7
Clients2
DateSep 2020
Total AUM$265.1M
Discretionary$237.8M
Non-Disc.$27.3M
Employees7
Clients0
DateMay 2020
Total AUM$265.1M
Discretionary$237.8M
Non-Disc.$27.3M
Employees8
Clients0
DateMar 2020
Total AUM$265.1M
Discretionary$237.8M
Non-Disc.$27.3M
Employees8
Clients0
DateMar 2019
Total AUM$215.2M
Discretionary$192.1M
Non-Disc.$23.2M
Employees7
Clients0
DateApr 2018
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0