Overview
Assets Under Management: $517 million
Headquarters: ST. PAUL, MN
High-Net-Worth Clients: 109
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,201
Discretionary Accounts: 1,159
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 284807
Last Filing Date: 2025-01-10 00:00:00
Website: https://trunorthwp.com