True Fiduciary Capital, LLC
Firm details
- Headquarters
- El Cajon, California
- CRD number
- 306964
- Registered since
- January 17, 2020
- Website
- www.truefc.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI97.06%
- Pension & Profit Sharing Plans2.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
True Fiduciary Capital, LLC is an independent RIA organized as an LLC that serves both individual and family clients as well as institutional accounts. The firm is registered at the state level in California and Washington. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, supplemented by other fee arrangements. The firm does not present itself as a capital allocator and does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Investment Grade Corp Bonds4%
- US Government Bonds2%
- State & Local Bonds2%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1
Ryan Gonzales
Owner & PrincipalCRD 5513286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Cajon, CA
San Diego
Location
El Cajon, CA
Headquartered in El Cajon, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 825 Murray Dr
- Time zone
- PT (UTC-8)
- Office locations
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