True North Advisors LLC

  • Financial Services
  • Dallas TX
  • 51 employees
  • Investment Management
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Company Overview

Headquarters
3131 Turtle Creek Blvd, Ste 1300, Dallas TX
Website
truenorthadvisors.com
Phone
(214) 360-7300
Employees
51
Founded in
2000
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is True North Advisors LLC

True North Advisors LLC is a fee-based registered investment adviser (RIA) and multi-family office headquartered in Dallas, Texas. The company employs 51 people and generates $50 million in annual revenue. True North Advisors provides a variety of wealth and investment offerings to individuals and investors. These include integrated wealth planning, business exit planning, and private investment solutions. True North Advisors distinguishes itself through its commitment to a holistic approach to wealth and investment management, aiming to enrich lives and legacies across multiple generations. The company focuses on crafting bespoke solutions to ensure the longevity and prosperity of client portfolios. For more information, visit truenorthadvisors.com.

Company Leadership

Scott Wood

Chief Executive Officer, Co-founder

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Blake Kinney

Director Of Business Operations

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Vanessa Ramic

Senior Director Of Operations

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True North Advisors LLC Industry Tags

wealth management
advisors
financial advice
financial planning
investment portfolio management
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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FAQ

What is the location of True North Advisors LLC's headquarters?
The headquarters of True North Advisors LLC are situated at 3131 Turtle Creek Blvd, Ste 1300, Dallas TX
What is True North Advisors LLC's phone number?
True North Advisors LLC's contact number is (214) 360-7300.
What is True North Advisors LLC's official website?
The official website of True North Advisors LLC can be found at truenorthadvisors.com.
What is True North Advisors LLC's current revenue?
As of September 2024, True North Advisors LLC's annual revenue reached $50B.
How many employees does True North Advisors LLC currently have?
True North Advisors LLC employs approximately 51+ people as of September 2024
Which industries is True North Advisors LLC primarily operating in?
True North Advisors LLC operates in the following industries: Credit, Finance, Investment Management
Who is the Chief Executive Officer, Co-founder of True North Advisors LLC?
True North Advisors LLC's Chief Executive Officer, Co-founder is Scott Wood
What are True North Advisors LLC's industry tags?
True North Advisors LLC's industry tags include: wealth management, advisors, financial advice
When was True North Advisors LLC founded?
True North Advisors LLC was founded in 2000.

Employee Directory

Key Employees

Mark Gehlbach

President, Co-founder

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Summer Chollar

Business Development

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Zachary Kuhlman

Senior Director of Wealth Management, Fort Worth

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Colton Galvan

Sr Client Operations Analyst

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