Investment adviser · CRD 110198
TRUENORTH, INC.
Investment adviser filing (IA)
WICHITA, KS, United States · Form ADV filed Dec 9, 2013
- Regulatory AUM
- $387M Form ADV · Item 5.F
- Client accounts
- 288 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 9, 2013. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
8200 EAST 32ND STREET NORTH, SUITE 100WICHITA, KS, 67226, United States
CRD 110198
Filing source
Form ADV 771153 · Dec 9, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.