TRUE SQUARE FINANCIAL LLC
SEC Form ADV profile.
Total regulatory AUM
$178,846,896
Discretionary
$170,533,433
Non-discretionary
$8,313,463
Firm details
- CRD number
- 287997
- SEC file number
- 801-135426
- Main office
- ATLANTA, GA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://TRUESQUAREFINANCIAL.COM
- Fee structure
-
Fixed fees
As of November 2026.