Address : 3131 Turtle Creek Blvd, Dallas, Texas 75219, United States
Phone Number : +1 214-360-7300
Industries : Financial Services, Investment Management
Website : truenorthadvisors.com
Company Description
True North Advisors is a privately-owned wealth-advisory and Multi-Family Office serving families, business owners and entrepreneurs. We thoughtfully deliver integrated wealth, planning, investment, and alternative solutions that create multi-generational portfolio longevity. Entrepreneurs at our core, we proactively look for ways to challenge the status quo, push through barriers, and find innovative solutions that deliver long-term capital growth and preservation.True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth advisory and investment firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined.
Specialities
- Wealth Management
- Financial Advice
- Investment Portfolio Management
- Investment Management
- Advisors
- Financial Planning
- Financial Services
Financial
Employees Total : 50
Revenue (Yearly) : 18.9M
Miscellaneous
Founded in : 2000
Twitter : TrueNorthDallas
Youtube : view channel
Facebook : truenorthdallas
Linkedin : true-north-advisors
Instagram : truenorthadvisorstx
Email Providers : Outlook
Marketing Automation : Pardot
Tech : Microsoft Office 365
Hosting : Google Cloud Hosting
Marketing Automation : Hubspot
Fonts : Typekit
Last Updated : 2023-11-22
Employees
- Paula Davis ( Managing Director, Dallas; Partner )
- Ivan Salazar ( Wealth Manager )
- Marc Ham ( Advisoy Board )
- Cole Bruns ( Wealth Analyst )
- Braden Cole ( Senior Wealth Manager )
Alumni
- Brennan Cross ( Vice President )
- Jody Zorn ( Executive Vice President )
- Claire Daigle ( Administrative Assistant )
- Mary Fauser ( Corporate Receptionist (Temporary) )
- Nick Greenberg ( Associate Wealth Manager )
- Chelsey Yacos ( Receptionist )
Competitors
 | Northland Wealth Management capital markets 7M yearly revenue |
 | R.W. Rogé & Company financial services 917K yearly revenue |
 | MKS Wealth Management financial services 9.3M yearly revenue |
 | River Wealth Advisors financial services 22 employees |
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