


True North Retirement Advisors
Financial Services • Sunnyside, Oregon, United States • 1-10 Employees
Company overview
| Headquarters | 10151 SE Sunnyside Rd, Clackamas, Oregon 97015, US |
| Phone number | +15033876869 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | 401K, Retirement Planning, Financial Planning, Investment Management, Retirees, Business Owners, Entreprenuers, Concentrated Stock |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Key Contact at True North Retirement Advisors
Ashley Micciche
CEO
True North Retirement Advisors Email Formats
True North Retirement Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@truenorthretirementadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@truenorthretirementadvisors.com | 100% |
About True North Retirement Advisors
True North Retirement Advisors is a firm in the Portland, Oregon area founded by David Wilson and Ashley Micciche, a father-daughter team with over 45 years collective experience in financial and retirement planning. Our specialty is comprehensive retirement planning services for business owners. Our services include: > Investment Management > Corporate Retirement Plan Consulting > Retirement-Focused Financial Planning > Business Valuation & Exit Planning
True North Retirement Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
True North Retirement Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
True North Retirement Advisors has never raised funding before.
True North Retirement Advisors Tech Stack
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Frequently asked questions
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