| 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 |
Truenorth Financial Services, LLC reports $268.6 million in regulatory assets under management on its Form ADV.
Truenorth Financial Services, LLC reports 5 employees.
Truenorth Financial Services, LLC is based in Seattle, WA and has been SEC-registered since 2019.
Truenorth Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $268.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $268.6M |