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| True Vision MN LLC
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|
|---|---|
| CRD # | 322783 |
| SEC # | 801-126424 |
| CIK # | |
| AUM | $168.4 MM (2023-03-14) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 612-256-2208 |
| Address | 7616 Currell Boulevard Woodbury, MN 55125 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 62.3 |
| (b) Individuals (high net worth individuals) | 79 | 106.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 930 | 168.4 |
| By Discretionary | ||
| Discretionary | 930 | 168.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 930 | 168.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.4 | |
| Total | 930 | 168.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Paradigm Consulting Inc
✚
|
NY | 0.2 |
|
Macro Advisors Inc
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|
PA | 0.2 |
|
Gridiron Partners LLC
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|
PA | 0.2 |
|
Wisniewski Wealth Management LLC
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|
TX | 0.2 |
|
Michael Russo Ltd
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|
IL | 0.2 |
|
Pinnacle West Asset Management Inc
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|
WY | 0.2 |
|
Winters Financial Group Inc
✚
|
CA | 0.2 |
|
Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
|
Paul J Glashofer Enterprises Inc
✚
|
MD | 0.2 |
|
BCK Partners Inc
✚
|
NY | 0.2 |