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True North Advisors, Western Research & Management complete merger
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True North Advisors LLC and Western Research & Management LLC have merged, with the combined entity to have more than $1.35 billion in assets under advisement.
The combined entity will be known as Truth North Advisors and will maintain offices in Dallas and Fort Worth, Texas.
True North Advisors also formed an alliance with Western Commerce Group LLC in order to boost services for its clients. Western Research & Management was previously Western Commerce Group's investment arm.