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True North Retirement Advisors, LLC

● SEC registered since 2018CRD 290885SEC# 801-112242Clackamas, OR
Export (members)
Reg. AUM
$430.2M
Employees
8
Accounts
1,175
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 $430.2 million in regulatory assets under management and employs 8 people.
www.truenorthretirementadvisors.comView on SEC.gov ↗

True North Retirement Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Ashley Marie Micciche ControlManaging PrincipalOver 75%2017
David George Wilson ControlMember, President, And Founder10-25%2017
Troy Douglas Micciche ControlChief Compliance Officer & ControllerUnder 5%2024

Frequently asked questions

How much does True North Retirement Advisors, LLC manage?

True North Retirement Advisors, LLC reports $430.2 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 8 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

Address10151 SE Sunnyside Road, #400, Clackamas, OR 97015
Phone(503) 387-6869
Fax(503) 974-2420
Office hours8:00 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$393.5M
Non-discretionary$36.7M
Total (RAUM)$430.2M