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. The firm is SEC-registered (registration year 2017) and owned by an individual owner; its client focus is individuals and families. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is primarily fee-based, using both a percentage-of-AUM schedule and fixed fees. True Financial Group does not identify as an active ESG investor, does not act as a capital allocator, and is not designated a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 62Active vs passive
$633M in ETFs
98%
$620M
0%
$13.3M
| 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 | $71.3M | 1,420,994 | 11.27% |
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
Similar firms
Empower Wealth Management
RIACedar Park, TX
Boyce & Associates Wealth Consulting, Inc.
RIACedar Park, TX
Ironoak Wealth
RIACedar Park, TX
Larson Financial Advisors
RIACedar Park, TX
Momentum Private Wealth Management
RIACedar Park, TX
Arslan Capital Management LLC
RIACedar Park, TX