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TRUE SQUARE FINANCIAL LLC
CRD 287997 · SEC 801-135426
1355 PEACHTREE ST NE, SUITE 1150, ATLANTA, GA, 30309, United States
Phone
404-975-2720
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.8M
Discretionary AUM
$170.5M
Team
1 total employees; 1 advisory reps; 17 broker-dealer reps
Clients
51-100
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.2M |
| High net worth individuals | 58 | $173.9M |
| Corporations/business entities | 9 | $1.8M |
States served
GA, TX
All web addresses on file
Official SEC filing: View on IAPD