True Financial Group
Firm details
- Headquarters
- Cedar Park, Texas
- CRD number
- 285850
- Registered since
- March 17, 2017
- Website
- www.truefg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.17%
- Individuals40.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
True Financial Group is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm is individually owned and serves primarily individual and family clients. Compensation comes through percentage-of-AUM fees and fixed-fee arrangements. Core advisory services listed on its filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor and is not described as a multi-state or related adviser or a capital allocator.
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 Equities97%
- Non-Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
- Other1%
Contacts
2 of 2
Scott Brischke
Financial Advisor, Founding PartnerCRD 3255991
Marie Freemyer
Founding Partner & Financial AdvisorCRD 6278957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$628M in ETFs
98%
$615M
0%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $69.8M | 1,384,914 | 11.10% |
Location
Cedar Park, TX
Williamson
Location
Cedar Park, TX
Headquartered in Cedar Park, TX, in the South of the United States.
- Region
- South
- County
- Williamson
- Address
- 1464 E Whitestone Blvd
- Time zone
- CT (UTC-6)
- Office locations
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