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⚲
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| True Link Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 281870 |
| SEC # | 801-114179 |
| CIK # | 0001718716, 0001846236 |
| AUM | $1.1 BB (2024-03-29) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 866-984-8576 |
| Address | 315 Montgomery Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LMT | 111,953.9 | 2.7 | |
| MSFT | 1,918,222.4 | 1.4 | |
| XOM | 385,508.3 | 1.3 | |
| UNP | 133,995.4 | 0.9 | |
| SPTS | 0.9 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 817 | 180.5 |
| (b) Individuals (high net worth individuals) | 15 | 57.7 |
| (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 | 149 | 902.7 |
| (n) Other | 0 | 0.0 |
| Total | 981 | 1,140.9 |
| By Discretionary | ||
| Discretionary | 955 | 1,063.9 |
| Non-Discretionary | 26 | 77.0 |
| Total | 981 | 1,140.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,140.9 | |
| Total | 981 | 1,140.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001718716] | |
| 13F-HR | [0001846236] |
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