True North Retirement Advisors LLC
Legal Name: TRUE NORTH RETIREMENT ADVISORS, LLC
Full Contact Details
True North Retirement Advisors LLC
10151 SE SUNNYSIDE ROAD, #400, CLACKAMAS, OR
(503) 387-6869
(503) 974-2420
Other Info
True North Retirement Advisors LLC, formally known as TRUE NORTH RETIREMENT ADVISORS, LLC, is an Oregon-based limited liability firm with seven dedicated employees, three of whom serve in advisory positions. Although the number of clients the firm serves is unknown, their most recent SEC filing reports an approved status and registration date of January 5, 2018.
Home - True North Retirement Advisors - Portland, OR - CRPC - CFP
Retirement planning advisor in Portland, OR | Retirement-focused financial planning, business exit strategies, corporate plans, and investment management.
Direct Owners
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ASHLEY MARIE MICCICHE
MEMBER, CEO, AND RETIREMENT PLAN SPECIALIST owns 75% or more
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DAVID GEORGE WILSON
MEMBER, PRESIDENT, AND FOUNDER owns more than 10% but less than 25%
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MELISSA ANN GRAY
CHIEF COMPLIANCE OFFICER / OPERATIONS MANAGER owns less than 5%