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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MC NEILL, ADAM, DAVID | I | PRESIDENT, CCO | E | Control |
| MC NEILL, ADAM, DAVID | I | PRESIDENT, CCO | E | Control |
| MC NEILL, ADAM, DAVID | I | PRESIDENT, CCO | E | Control |
| MC NEILL, ADAM, DAVID | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
NY
Address
125 HIGH ROCK AVENUESUITE 202
SARATOGA SPRINGS, NY 12866
United States
Phone: 518-364-7899