⚲
|
True Vision MN LLC
✚
|
|
---|---|
CRD # | 322783 |
SEC # | 801-126424 |
CIK # | 0002013460 |
AUM | $200.0 MM (2024-07-29) |
Employees | 6 (50% Investors, 17% Brokers) |
Phone | 612-256-2208 |
Address | 7616 Currell Boulevard Woodbury, MN 55125 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GGG | 10,096.1 | 2.2 | |
UNP | 133,995.4 | 1.3 | |
AAPL | 2,382,844.0 | 1.2 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 298 | 101.0 |
(b) Individuals (high net worth individuals) | 56 | 98.8 |
(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 | 0.3 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,022 | 200.0 |
By Discretionary | ||
Discretionary | 1,022 | 200.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,022 | 200.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 200.0 | |
Total | 1,022 | 200.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0002013460] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Banyan Capital Management Inc
✚
|
GA | 0.2 |
Great Northern Asset Management LLC
✚
|
WA | 0.2 |
Firstrust LLC
✚
|
FL | 0.2 |
Eltekon Advisors LLC
✚
|
TX | 0.2 |
IFS Group LLC
✚
|
PA | 0.2 |
Union Heritage Capital
✚
|
MI | 0.2 |
Constitution Capital LLC
✚
|
CT | 0.2 |
The Aranda Group Advisors LLC
✚
|
PA | 0.2 |
Wolman Wealth Management Inc
✚
|
CA | 0.2 |
Schlindwein Associates LLC
✚
|
TX | 0.2 |