# TRUE NORTH FINANCIAL SERVICES, INC.

TRUE NORTH FINANCIAL SERVICES, INC. of NORTH ADAMS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 46679
- Type: SEC-registered investment adviser
- SEC file number: 801-68012
- Location: 85 MAIN STREET, SUITE 110, NORTH ADAMS, MA, 01247
- Phone: 413.664.4025
- Latest filing: 2010-03-30
- Regulatory AUM: $43.4M
- Discretionary AUM: $31.4M
- Non-discretionary AUM: $12.0M
- Clients: 11
- Accounts: 177

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Collins William | DIRECTOR | Portland, OR |
| LAMB ROBERT CHARLES | PRES/CCO/CEO/FINOP/CFO/DIR; PRES/CEO/CFO/DIR | — |
| CROWE STEPHEN GEORGE | CHAIRMAN/DIRECTOR; DIRECTOR | — |
| SHEPARD LINDA BETH | VICE PRESIDENT | — |
| SCOTT STEPHANIE | CHIEF COMPLIANCE OFFICER/FINOP | — |
| DURAND JAMES EDWARD | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| BULLETT RICHARD BERNARD | DIRECTOR | — |
| ART PAMELA BEALL | DIRECTOR | — |
| HOGAN SUSAN SAVITT | DIRECTOR | — |
| SVRLUGA BRADLEY CROWELL | DIRECTOR; DIRECTOR/CHAIRMAN OF THE BOARD | — |
| DOLAN TIMOTHY ROBERT | DIRECTOR | — |
| ABEL ROBERT GEORGE | VICE PRESIDENT OF INVESTMENT SERVICES | — |
| LEVESQUE LINDA BETH | VICE PRESIDENT | — |
| LOPRESTO WAYNE ACHILLE | VICE PRESIDENT | — |
| KELLY THOMAS W | TREASURER/DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/46679/brochure
- Similar advisers: https://search.stillhousedata.com/firm/46679/similar
- Related entities: https://search.stillhousedata.com/firm/46679/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/46679

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.