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Building 2TRUE SQUARE FINANCIAL LLC

Map pinATLANTA, GA
Phone404-975-2720
NotebookSEC #801-135426
Total AUM
$178.8M
Employees
1
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1355 PEACHTREE ST NE, SUITE 1150
ATLANTA
GA 30309
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
404-975-2720

ReceiptFinancials

Total AUM
$178.8M
Accounts
330
Discretionary
$170.5M
Accounts
327
Non-Discretionary
$8.3M
Accounts
3

ContactClients

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Individual Clients
6
AUM
$1.2M
HNW Individual Clients
58
AUM
$173.9M
Pension/Profit Sharing Plan Clients
1
AUM
$680.5K
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
9
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION SERVICES
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

HandshakeAffiliates

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

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