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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| True Link Financial Advisors LLC
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|---|---|
| CRD # | 281870 |
| SEC # | 801-114179 |
| CIK # | 0001846236, 0001718716 |
| AUM | $1.3 B (2025-03-18) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 855-435-5140 |
| Address | 505 Montgomery St San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lockheed Martin Corp | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 877 | 216.6 |
| (b) Individuals (high net worth individuals) | 22 | 73.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 166 | 1,058.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,065 | 1,348.8 |
| By Discretionary | ||
| Discretionary | 1,036 | 1,262.0 |
| Non-Discretionary | 29 | 86.8 |
| Total | 1,065 | 1,348.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,348.8 | |
| Total | 1,065 | 1,348.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001718716] | |
| 13F-HR | [0001846236] |
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|---|---|---|
|
Grassi Investment Management LLC
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|
CA | 1.4 |
|
Euro Pacific Asset Management LLC
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PR | 1.4 |
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Invictus Private Wealth LLC
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1.4 | |
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Heronbridge Investment Management LLP
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1.3 | |
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MN | 1.3 |
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Kavar Capital Partners Group LLC
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