True Financial, LLC
Firm details
- Headquarters
- Houma, Louisiana
- CRD number
- 333363
- Website
- www.truefinancialadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.45%
- Individuals41.54%
- Pension & Profit Sharing Plans1.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
True Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and bills clients through a mix of asset‑based fees and fixed fees. Core advisory activities reported include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not characterized as a multi‑state adviser. It lists an industry affiliation with a law firm.
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
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents9%
- Exchange Traded Equities1%
Contacts
1 of 1
Gary Birdsall
FounderCRD 7004319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houma, LA
Terrebonne
Location
Houma, LA
Headquartered in Houma, LA, in the South of the United States.
- Region
- South
- County
- Terrebonne
- Address
- 7712 Main St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Hassell Wealth Management
RIAHouma, LA
Pelican Wealth Management
RIAMonroe, LA
SOW Advisors LLC
RIAYoungsville, LA
Upbeat Wealth
RIANew Orleans, LA
Oakwater Financial
RIARuston, LA
Covington Investment Management, LLC
RIANew Orleans, LA