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Building 2TRUE FIDUCIARY CAPITAL, LLC

Map pinEL CAJON, CA
Phone619-316-4762
NotebookSEC #801-117977
Total AUM
$42M
Employees
1
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
825 MURRY DRIVE
EL CAJON
CA 92020
United States
Operating Hours
08:00 AM - 4:00 PM
Monday - Friday
Phone
619-316-4762

ReceiptFinancials

Total AUM
$42M
Accounts
120
Discretionary
$9M
Accounts
100
Non-Discretionary
$33M
Accounts
20

ContactClients

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Individual Clients
120
AUM
$42M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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