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| True Square Financial LLC
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|
|---|---|
| CRD # | 287997 |
| SEC # | 801-135426 |
| CIK # | |
| AUM | $178.8 M (2026-01-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 404-975-2720 |
| Address | 1355 Peachtree St Ne, Suite 1150 Atlanta, GA 30309 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.2 |
| (b) Individuals (high net worth individuals) | 58 | 173.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 330 | 178.8 |
| By Discretionary | ||
| Discretionary | 327 | 170.5 |
| Non-Discretionary | 3 | 8.3 |
| Total | 330 | 178.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.8 | |
| Total | 330 | 178.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Waystone Advisors LLC
✚
|
0.2 | |
|
Investment Advisory Services Group LLC
✚
|
FL | 0.2 |
|
Dowling Financial Services Inc
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|
CT | 0.2 |
|
Brighttree Wealth Management LLC
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|
0.2 | |
|
Parvin Asset Management LLC
✚
|
SD | 0.2 |
|
Mirretti Perryman Wealth Strategies LLC
✚
|
IL | 0.2 |
|
Clearview Wealth Management LLC
✚
|
CA | 0.2 |
|
AJF Capital Management Inc
✚
|
NY | 0.2 |
|
Core Financial Advisors LLC
✚
|
CA | 0.2 |
|
Liberty One Wealth Advisors
✚
|
PA | 0.2 |