Dhruv
Maniktala

True North Advisors, LLC

CRD#4884359
Investment Advisor
in Dallas, TX

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About this Advisor

Dhruv Maniktala is a financial advisor based in Dallas, Texas, working with True North Advisors, LLC. Dhruv has previously held positions at True North Advisors, LLC and Annandale Capital. Dhruv has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Dhruv is part of True North Advisors, LLC, which operates out of Dallas, Texas. The firm has 1 office and 52 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at True North Advisors, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

3131 Turtle Creek Suite 1300
Dallas, TX 75219

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True North Advisors, LLC Brokerage Details

Total Assets Under Management

$3,341,152,592

TX Average: $3,042,739,679
Total Number of Employees

52

TX Average: 49
Total Number of Accounts

3,808

TX Average: 2,315
Average Account Size

$877,404

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Dhruv Maniktala Work History

2015 - Present (9 years)

True North Advisors, LLC

2007 - 2015 (8 years)

Annandale Capital

Disclosures

Please visit the SEC profile of Dhruv Maniktala to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at True North Advisors, LLC

Colin Bindner
Dallas, TX
Adam Farris
Dallas, TX
Brian Heider
Dallas, TX
Matthew Borowski
Dallas, TX
Caleb Brian
Dallas, TX
Christopher Conlan
Dallas, TX
Braden Cole
Dallas, TX
Ivan Salazar
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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