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TRUE FINANCIAL GROUP

TRUEFG, LLC

CRD 285850 · SEC 801-110087

Visit website

1464 E WHITESTONE BLVD, SUITE 1601, CEDAR PARK, TX, 78613, United States

Phone

512-649-2383

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$409.0M

Discretionary AUM

$409.0M

Team

2 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals518$167.0M
High net worth individuals149$242.0M

States served

CA, CO, LA, NE, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD