THE MCNEILL FINANCIAL GROUP, LLC
Legal name: TRUE LIVING FINANCIAL
CRD #154517 SEC #801-129522 SARATOGA SPRINGS, NY 518-364-7899
SEC Registered
Total AUM
$36.6M
Discretionary
$36.6M
Employees
1
Clients
10
Accounts
92
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $36.6M | $36.6M | $0 | 1 | 38 |
| Jan 2024 | $30.6M | $30.6M | $0 | 1 | 39 |
| May 2023 | $30.9M | $30.9M | $0 | 1 | 41 |
| Apr 2023 | $30.9M | $30.9M | $0 | 1 | 41 |
DateMar 2025
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees1
Clients38
DateJan 2024
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees1
Clients39
DateMay 2023
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees1
Clients41
DateApr 2023
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees1
Clients41