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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRAY, MELISSA, ANN | I | CHIEF COMPLIANCE OFFICER / OPERATIONS MANAGER | NA | |
| GRAY, MELISSA, ANN | I | CHIEF COMPLIANCE OFFICER / OPERATIONS MANAGER | NA | |
| GRAY, MELISSA, ANN | I | CHIEF COMPLIANCE OFFICER / OPERATIONS MANAGER | NA | |
| MICCICHE, DOUGLAS, GORDON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MICCICHE, DOUGLAS, GORDON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MICCICHE, DOUGLAS, GORDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICCICHE, DOUGLAS, GORDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICCICHE, DOUGLAS, GORDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICCICHE, DOUGLAS, GORDON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MICCICHE, TROY, DOUGLAS | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MICCICHE, TROY, DOUGLAS | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MICCICHE, TROY, DOUGLAS | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, AND RETIREMENT PLAN SPECIALIST | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, AND RETIREMENT PLAN SPECIALIST | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, AND RETIREMENT PLAN SPECIALIST | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, AND RETIREMENT PLAN SPECIALIST | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, AND RETIREMENT PLAN SPECIALIST | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, AND RETIREMENT PLAN SPECIALIST | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, RETIREMENT PLAN SPECIALIST, AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, RETIREMENT PLAN SPECIALIST, AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, RETIREMENT PLAN SPECIALIST, AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, RETIREMENT PLAN SPECIALIST, AND CHIEF COMPLIANCE OFFICER | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, AND RETIREMENT PLAN SPECIALIST | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MEMBER, CEO, AND RETIREMENT PLAN SPECIALIST | E | Control |
| MICCICHE, ASHLEY, MARIE | I | MANAGING PRINCIPAL | E | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
| WILSON, DAVID, GEORGE | I | MEMBER, PRESIDENT, AND FOUNDER | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (7)
AZ CA ID NH OR TX WA
Address
10151 SE SUNNYSIDE ROAD#400
CLACKAMAS, OR 97015
United States
Phone: (503) 387-6869