TRUE VISION FINANCIAL ADVISORS
Firm details
- Headquarters
- WOODBURY, Minnesota
- CRD number
- 322783
- Registered since
- August 19, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.45%
- Individuals41.55%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
True Vision Financial Advisors is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. Ownership is individual-led and the firm serves individuals and families, acting as a capital allocator. Its fee model includes asset-based fees as well as hourly and fixed-fee engagements. Core advisory services are financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm does not identify as an active ESG investor and is not positioned as a multi‑state or pension consultant 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 Equities80%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents4%
- Other4%
Contacts
3 of 4CHRISTINE THOMAS
CCO, Managing MemberCRD 6485808
NATHAN PRIBYL
Partner, Financial AdvisorCRD 5835667
SAMANTHA PILACINSKI
Product SpecialistCRD 6355274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$208M in ETFs
74%
$154M
18%
$54M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) | BlackRock | Passive | Intermediate Core Plus Bond | $17.1M | 370,169 | 8.24% |
Location
WOODBURY, MN
WASHINGTON
Location
WOODBURY, MN
Headquartered in WOODBURY, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- WASHINGTON
- Address
- 7616 Currell Blvd
- Time zone
- CT (UTC-6)
- Office locations
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