TRUENORTH WEALTH

1935 Vine Street, Suite 120
Salt Lake City, Utah 84121
Tel: 801-274-1820

About TRUENORTH WEALTH

TRUENORTH WEALTH, formally registered with the SEC as TRUENORTH WEALTH. The firm was established in 10/15/2007. They have over 4 offices throughout the country.

TRUENORTH WEALTH is a Salt Lake City, Utah based Financial Planning firm with nearly $1,017,412,752 assets under management, offering retirement planning & investment advisory services to 2536 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142205
SEC#	801-68446
Assets Managed by Firm	$1,017,412,752
No. of Clients	2536
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Other (INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2536	$1,017,412,752
Individuals (other than high net worth individuals)	594	$184,393,432
High net worth individuals	198	$595,247,389
Charitable organizations	10	$5,080,515

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