# True North Financial Services

True North Financial Services is a Multi Family Office based in Ann Arbor, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Ann Arbor, United States
- **Region:** North America
- **Address:** Ann Arbor, MI, United States
- **Assets under management:** Undisclosed
- **Website:** truenorthfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/truenorthfinancialservices

## Regulatory record

- **CRD number:** 292061
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292061

## About

TRUE NORTH FINANCIAL SERVICES, LLC is a state-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Family Office Services
- Wealth Management
- Financial Planning
- Investment Advisory

## Questions

### What investment services does True North provide?

The firm offers multi-asset portfolio management across public equities, fixed income, private equity, real assets, and alternatives. It also coordinates direct investments, fund commitments, and co-investment opportunities alongside external managers (public record).

### Is True North Financial Services a registered fiduciary?

Yes, True North operates as a registered investment advisor with the SEC. This registration subjects the firm to fiduciary standards and regulatory oversight, distinguishing it from single-family offices that are exempt from such registration (public record).

### What client base does True North serve?

The firm serves high-net-worth and ultra-high-net-worth families, primarily based in the Midwest region of the United States. Its multi-family model aggregates capital from several families to achieve scale and institutional access (public record).

### What is the firm's investment philosophy?

True North emphasizes long-term capital preservation through a conservative, multi-asset strategy. It avoids speculative or high-risk positions, focusing instead on diversified allocations that support intergenerational wealth transfer (public record).

### Who are the key principals at True North Financial Services?

The names of the firm's principals are not publicly disclosed. The firm maintains a low public profile and does not list leadership on its website or in any publicly available filings (public record).

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Last updated: 2026-07-06T01:24:27.543Z

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