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Building 2TRUE BLUE FINANCIAL, LLC

Map pinSTEVENSVILLE, MI
Phone(269) 982-2710
NotebookSEC #801-133948
Total AUM
$271.5M
Employees
4
Clients
575

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7889 RED ARROW HIGHWAY
STEVENSVILLE
MI 49127
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(269) 982-2710
Other Offices
1

ReceiptFinancials

Total AUM
$271.5M
Accounts
993
Discretionary
$271.5M
Accounts
993
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
327
AUM
$73.5M
HNW Individual Clients
243
AUM
$192.6M
Corporation or Business Clients
5
AUM
$5.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINMIOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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