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Christopher Holub Conlan

True North Advisors, LLC

Dallas, TX

CRD 4979475

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Employer firm

True North Advisors, LLC CRD 116048

$5.42B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
True North Advisors, Llc

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-06
  • TX RA
    APPROVED
    Since 2023-11-06

Branch Locations

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
True North Advisors, Llc Dallas TX 06/2016 Present
True North Advisors, Llc Dallas TX 11/2023 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-28
  • S66 Uniform Combined State Law Examination
    2012-09-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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