CRD: 290885
True North Retirement Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-05-2018
- Office Locations
- 1
Office Locations
About True North Retirement Advisors, LLC
True North Retirement Advisors is an Oregon-based RIA specializing in retirement planning and business exit planning for business owners and retirees. The firm provides retirement-focused financial planning, investment management, and 401(k)/corporate retirement plan consulting, coordinating with professionals like CPAs, attorneys, and estate planners. Portfolios are commonly implemented with ETFs and mutual funds and custodied at Schwab. Differentiated by Certified Exit Planner expertise and a written fiduciary commitment.
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Client Personas
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Investment Themes
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Owner & Executives
ASHLEY MARIE MICCICHE
MANAGING PRINCIPAL, Owner
- CRD
- #5418564
- Ownership
- 75% or more
DAVID GEORGE WILSON JR
FOUNDER, President
- CRD
- #1050576
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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TODD DOUGLAS MICCICHE
Financial Advisor
- CRD
- #4740375
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,906,737 | $370,353 |
| Non-Discretionary | $44,980,320 | $2,645,901 |
| Total | $460,887,057 | $404,287 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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