Bradley
Allen

Truenorth Wealth Advisors

CRD#2653706
Investment Advisor
in Seattle, WA

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About this Advisor

Bradley Allen is a certified financial planner based in Seattle, Washington with a total of 1 year of relevant experience. Allen is an employee of Truenorth Wealth Advisors. They have spent all of their employment at Truenorth Wealth Advisors. Allen maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Washington. Truenorth Wealth Advisors is a registered investment firm based in Seattle, WA. It has just five advisors. It controls $195 million in assets under management across its 497 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 497 client accounts, 24% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually are based on the type of services offered. However, fees billed by Truenorth Wealth Advisors most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 Fifth Avenue, Suite 1810
Seattle, WA 98101

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Truenorth Wealth Advisors Brokerage Details

Total Assets Under Management

$195,100,437

WA Average: $3,566,627,242
Total Number of Employees

5

WA Average: 46
Total Number of Accounts

497

WA Average: 1,499
Average Account Size

$392,556

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Bradley Allen Work History

Bradley has been registered as a financial advisor for 1 years.*

2009 - Present (15 years)

Allison Spielman Advisors

*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 Bradley Allen 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 Truenorth Wealth Advisors

Brooke Trinh
Seattle, WA
Bradley Allen
Seattle, WA
Joseph Hebert
Seattle, WA
Karen O'Brien
Seattle, WA

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.

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