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TRUE BLUE FINANCIAL, LLC
CRD 310841 · SEC 801-133948
7889 RED ARROW HIGHWAY, STEVENSVILLE, MI, 49127, United States
Phone
(269) 982-2710
Fax
(269) 924-0959
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$271.5M
Discretionary AUM
$271.5M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARE IN THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 327 | $73.5M |
| High net worth individuals | 243 | $192.6M |
| Corporations/business entities | 5 | $5.3M |
States served
AZ, IL, IN, MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD