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TRUE FINANCIAL, LLC

CRD 333363

Visit website

7712 W. MAIN STREET, SUITE 204, HOUMA, LA, 70360, United States

Phone

985-208-3900

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$11.8M

Discretionary AUM

$11.8M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals13$4.9M
High net worth individuals7$6.8M
Pension/profit sharing plans1$119K

All web addresses on file

Official SEC filing: View on IAPD