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TRUEFOCUS FINANCIAL PARTNERS
TRUEFOCUS FINANCIAL PARTNERS LLC
CRD 326003
650 TEN ROD ROAD, #10, NORTH KINGSTOWN, RI, 02852, United States
Phone
(617) 830-3009
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$67.6M
Discretionary AUM
$67.6M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.7M |
| High net worth individuals | 26 | $62.7M |
| Corporations/business entities | 1 | $189K |
All web addresses on file
Official SEC filing: View on IAPD