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 independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual and family clients as well as institutional and business accounts, charging fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and for businesses or institutional clients. The firm is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not designated as a pension consultant or related adviser.
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 1
Kai Stinchcombe
Co-Founder & CEOCRD 6573531
Contacts
3 of 7
Jessica 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 76Active vs passive
$1.7B in ETFs
76%
$1.3B
20%
$408M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $438M | 5,706,056 | 25.55% |
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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