TRUE LINK FINANCIAL ADVISORS
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 281870
- Registered since
- October 24, 2018
- Website
- www.truelinkfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses78.08%
- Individuals15.73%
- HNWI6.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
True Link Financial Advisors is an LLC that registered with the SEC in 2018 and manages portfolios for individual and family clients as well as institutions. The firm charges a percentage-of-AUM fee and provides discretionary portfolio management services for individuals, small businesses and for business or institutional clients. The firm is not identified as an active ESG investor.
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 Funds49%
- Exchange Traded Equities39%
- Cash & Cash Equivalents7%
- US Government Bonds5%
Owners & executives
1 of 1KAI STINCHCOMBE
Co-Founder & CEOCRD 6573531
Contacts
3 of 7Jessica Rossman
General CounselCRD 7244840
PETER WALL
Director of Fiduciary ServicesCRD 6143107
James Wolverton
Director of Fiduciary ServicesCRD 8233356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 195Active vs passive
$1.6B in ETFs
76%
$1.2B
20%
$377M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $414M | 5,357,768 | 25.90% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 505 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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