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Overview Share
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Cedar Park, Texas
$145.0 million AUM
1 office

True Financial Group is based in Cedar Park, Texas and has $145.0 million in assets under management.

Location
1464 E. Whitestone Boulevard
Suite 1601
Cedar Park, TX 78613
$145.0 million
AUM
2
Employees
AUM Share
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$145,000,000
Assets under management
1,147 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 384 $67,100,000 46% $174,740
High net worth individuals 88 $77,750,000 54% $883,523
Pension and profit sharing plans 1 $150,000 0% $150,000
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$145,000,000
Assets under management
$72,500,000
AUM per employee
$72,500,000
AUM per investment analyst
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Compensation

True Financial Group makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

True Financial Group provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 285,850
SEC number 801-110087
Legal structure Limited Liability Company
Legal governance Texas, United States
Latest ADV filing date May 14, 2020

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