True North Management Group, LLC
Answer a few questions and
get matched with an advisor.
Learn more about True North Management Group, LLC
Overview
True North Management Group, LLC operates as a financial advisor firm based in Stamford, Connecticut. The firm manages $661.2 million in assets across five client accounts, placing it among the larger firms in the nation by assets under management (AUM). The company has a small group, including 10 financial advisors. True North Management Group, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as options, stocks and bonds.
True North Management Group, LLC oversees all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing to seek client consent. The advisory firm administers about $132.2 million for every account. An average advisor at True North Management Group, LLC manages fewer than one client account, placing it among the most personalized firms in the country.
The firm's central office is located at 225 High Ridge Road, Stamford, Connecticut 6905. The firm is legally registered to provide services to investors throughout 2 states, including Connecticut and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
True North Management Group, LLC by the Numbers
$661.2 million
14
5
$132.2 million
Fee Structure
Fees for financial management typically vary depending on which services the firm provides the client. Fees billed by True North Management Group, LLC most likely are comprised of any blend of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its five customers, True North Management Group, LLC's largest client group by number of accounts is pooled investment vehicles. None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
True North Management Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.