TRUE NORTH FINANCIAL SERVICES, INC.
CRD #46679 SEC #801-68012 NORTH ADAMS, MA 413.664.4025
SEC Registered Broker-Dealer
Total AUM
$43.4M
Discretionary
$31.4M
Employees
--
Clients
0
Accounts
177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $43.4M | $31.4M | $12M | -- | -- |
| Mar 2008 | $45.6M | $29.8M | $15.8M | -- | -- |
| Mar 2008 | $36.2M | $15.6M | $20.6M | -- | -- |
| May 2007 | $36.2M | $15.6M | $20.6M | -- | -- |
| Apr 2002 | $77.6M | $2.5M | $75.2M | 10 | -- |
DateMar 2009
Total AUM$43.4M
Discretionary$31.4M
Non-Disc.$12M
Employees--
Clients--
DateMar 2008
Total AUM$45.6M
Discretionary$29.8M
Non-Disc.$15.8M
Employees--
Clients--
DateMar 2008
Total AUM$36.2M
Discretionary$15.6M
Non-Disc.$20.6M
Employees--
Clients--
DateMay 2007
Total AUM$36.2M
Discretionary$15.6M
Non-Disc.$20.6M
Employees--
Clients--
DateApr 2002
Total AUM$77.6M
Discretionary$2.5M
Non-Disc.$75.2M
Employees10
Clients--