TRUENORTH FINANCIAL SERVICES, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 118273). Regulatory assets under management: $321.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Karen Ruth O'Brien | MANAGING MEMBER | — |
| Joseph Thomas Hebert | MANAGING MEMBER | — |
| Brooke Nicole Trinh | CHIEF COMPLIANCE OFFICER, MEMBER | — |
| O'BRIEN KAREN RUTH | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; MANAGING MEMBER | — |
| HEBERT JOSEPH THOMAS | MANAGING MEMBER | — |
| GOVERN THERESE MARY | MANAGING MEMBER; PARTNER | — |
| O'BRIEN KAREN R | CHIEF COMPLIANCE OFFICER | — |
| HEBERT JOSEPH T | PARTNER | — |
| Trinh Brooke Nicole | CHIEF COMPLIANCE OFFICER, MEMBER; MEMBER | — |