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True Square Financial. LLC

EST. AUM
$92,877,968

CONTACTS

CLIENT ACCOUNTS
258

Firm Details

Metro area Atlanta
CRD Number 287997
Website truesquarefinancial.com
Client types

Overview

True Square Financial LLC is a U.S.-based registered investment advisory firm providing financial planning and investment management services. The firm focuses on constructing diversified portfolios using low-cost index funds and exchange-traded funds. It serves individuals and families seeking long-term wealth accumulation through disciplined asset allocation. True Square Financial applies evidence-based investment principles rooted in academic research. The firm integrates financial planning with portfolio allocation, monitoring, and rebalancing. Its approach emphasizes cost efficiency, diversification, and alignment with client financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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