Falists
← Back to search

TRUE VISION FINANCIAL ADVISORS

TRUE VISION MN LLC

CRD 322783 · SEC 801-126424

Visit website

7616 CURRELL BOULEVARD, SUITE 220, WOODBURY, MN, 55125, United States

Phone

612-256-2208

Fax

612-200-3809

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$271.7M

Discretionary AUM

$271.7M

Team

9 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals283$112.9M
High net worth individuals84$158.8M

States served

AZ, IA, LA, MN, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD