Micah
Adams
True North Advisors, LLC
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About this Advisor
Micah Adams is a certified financial planner operating in Dallas, Texas who has 1 year of relevant experience. Adams is an advisor for True North Advisors, LLC. Throughout their career, they have worked at True North Advisors, LLC, Aspiriant, The Mather Group, Integrity Wealth, The Advisors Group, White Oak, Texas Tech Student Union and Brookshire Grocery Company. Adams is approved to advise clients in Texas. True North Advisors, LLC is a registered investment company operating out of Dallas, TX. The company has a total of 42 financial advisors. It has $3 billion in total assets between its 3,532 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves six charitable organizations. Of its 3,532 accounts, 60% belong to high-net-worth investors who have more than $1 million in assets available to invest. True North Advisors, LLC offers a number of services, such as 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. Fees for financial advice depend on the services. However, fee types billed by True North Advisors, LLC likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True North Advisors, LLC Brokerage Details
$3,006,399,719
42
3,532
$851,189
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
Micah Adams Work History
Micah has been registered as a financial advisor for 1 years.*
True North Advisors, LLC
Aspiriant
The Mather Group
Integrity Wealth
White Oak
The Advisors Group
Texas Tech Student Union
Brookshire Grocery Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Micah Adams 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
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Fort Worth, TX
Fort Worth, TX
Dallas, TX
Dallas, TX
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.
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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.
