TRUE LINK FINANCIAL ADVISORS, LLC
Legal name: TRUE LINK FINANCIAL ADVISORS
CRD #281870 SEC #801-114179 SAN FRANCISCO, CA 855-435-5140
SEC Registered Disclosures
Total AUM
$1.3B
Discretionary
$1.3B
Employees
7
Clients
0
Accounts
1,065
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $86.8M | 7 | 0 |
| Mar 2024 | $1.1B | $1.1B | $77M | 8 | 0 |
| Mar 2023 | $1B | $951.8M | $81.1M | 8 | 0 |
| Feb 2023 | $996.5M | $909.7M | $86.8M | 8 | 0 |
| May 2022 | $996.5M | $909.7M | $86.8M | 8 | 0 |
| Mar 2022 | $906.7M | $807M | $99.8M | 21 | 0 |
| Feb 2022 | $726.2M | $635.7M | $90.4M | 19 | 0 |
| Mar 2021 | $726.2M | $635.7M | $90.4M | 19 | 0 |
| Jul 2020 | $473.2M | $394M | $79.2M | 12 | 0 |
| May 2020 | $430.2M | $357.6M | $72.6M | 12 | 0 |
| Apr 2020 | $430.2M | $357.6M | $72.6M | 12 | 0 |
| Mar 2020 | $215.4M | $136M | $79.4M | 12 | 0 |
| Jul 2019 | $105.2M | $30.8M | $74.4M | 11 | 0 |
| Jun 2019 | $105.2M | $30.8M | $74.4M | 11 | 0 |
| Jun 2019 | $105.2M | $30.8M | $74.4M | 11 | 0 |
| Mar 2019 | $105.2M | $30.8M | $74.4M | 11 | 0 |
| Feb 2019 | $104.4M | $28.4M | $76M | 18 | 0 |
| Sep 2018 | $104.4M | $28.4M | $76M | 18 | 0 |
| May 2016 | $8.9M | $0 | $8.9M | 2 | 1 |
| Mar 2016 | $8.9M | $0 | $8.9M | 1 | 1 |
| Mar 2016 | $8.9M | $0 | $8.9M | 1 | 1 |
| Feb 2016 | $8.9M | $0 | $8.9M | 1 | 1 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$86.8M
Employees7
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$77M
Employees8
Clients0
DateMar 2023
Total AUM$1B
Discretionary$951.8M
Non-Disc.$81.1M
Employees8
Clients0
DateFeb 2023
Total AUM$996.5M
Discretionary$909.7M
Non-Disc.$86.8M
Employees8
Clients0
DateMay 2022
Total AUM$996.5M
Discretionary$909.7M
Non-Disc.$86.8M
Employees8
Clients0
DateMar 2022
Total AUM$906.7M
Discretionary$807M
Non-Disc.$99.8M
Employees21
Clients0
DateFeb 2022
Total AUM$726.2M
Discretionary$635.7M
Non-Disc.$90.4M
Employees19
Clients0
DateMar 2021
Total AUM$726.2M
Discretionary$635.7M
Non-Disc.$90.4M
Employees19
Clients0
DateJul 2020
Total AUM$473.2M
Discretionary$394M
Non-Disc.$79.2M
Employees12
Clients0
DateMay 2020
Total AUM$430.2M
Discretionary$357.6M
Non-Disc.$72.6M
Employees12
Clients0
DateApr 2020
Total AUM$430.2M
Discretionary$357.6M
Non-Disc.$72.6M
Employees12
Clients0
DateMar 2020
Total AUM$215.4M
Discretionary$136M
Non-Disc.$79.4M
Employees12
Clients0
DateJul 2019
Total AUM$105.2M
Discretionary$30.8M
Non-Disc.$74.4M
Employees11
Clients0
DateJun 2019
Total AUM$105.2M
Discretionary$30.8M
Non-Disc.$74.4M
Employees11
Clients0
DateJun 2019
Total AUM$105.2M
Discretionary$30.8M
Non-Disc.$74.4M
Employees11
Clients0
DateMar 2019
Total AUM$105.2M
Discretionary$30.8M
Non-Disc.$74.4M
Employees11
Clients0
DateFeb 2019
Total AUM$104.4M
Discretionary$28.4M
Non-Disc.$76M
Employees18
Clients0
DateSep 2018
Total AUM$104.4M
Discretionary$28.4M
Non-Disc.$76M
Employees18
Clients0
DateMay 2016
Total AUM$8.9M
Discretionary$0
Non-Disc.$8.9M
Employees2
Clients1
DateMar 2016
Total AUM$8.9M
Discretionary$0
Non-Disc.$8.9M
Employees1
Clients1
DateMar 2016
Total AUM$8.9M
Discretionary$0
Non-Disc.$8.9M
Employees1
Clients1
DateFeb 2016
Total AUM$8.9M
Discretionary$0
Non-Disc.$8.9M
Employees1
Clients1
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0