TRUEFG, LLC
Legal name: TRUE FINANCIAL GROUP
CRD #285850 SEC #801-110087 CEDAR PARK, TX 512-649-2383
SEC Registered
Total AUM
$346M
Discretionary
$346M
Employees
2
Clients
10
Accounts
2,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $346M | $346M | $0 | 2 | 5 |
| Mar 2024 | $261M | $261M | $0 | 2 | 11 |
| Feb 2023 | $231M | $231M | $0 | 2 | 11 |
| Feb 2022 | $252M | $252M | $0 | 2 | 0 |
| Jan 2021 | $180M | $178.6M | $1.4M | 2 | 0 |
| May 2020 | $145M | $143.8M | $1.2M | 2 | 0 |
| Apr 2020 | $145M | $143.8M | $1.2M | 2 | 0 |
| Jan 2020 | $145M | $143.8M | $1.2M | 2 | 0 |
| Jun 2019 | $121M | $110M | $11M | 2 | 0 |
| Apr 2019 | $121M | $110M | $11M | 2 | 0 |
| Jan 2019 | $121M | $110M | $11M | 2 | 0 |
| Feb 2018 | $117M | $104M | $13M | 2 | 0 |
| Dec 2017 | $110M | $102M | $8M | 2 | 0 |
| Sep 2017 | $100.5M | $95.5M | $5M | 2 | 0 |
| Aug 2017 | $100.5M | $95.5M | $5M | 2 | 0 |
| Jul 2017 | $100.5M | $95.5M | $5M | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| Mar 2017 | $0 | $0 | $0 | 2 | 0 |
| Feb 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$346M
Discretionary$346M
Non-Disc.$0
Employees2
Clients5
DateMar 2024
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees2
Clients11
DateFeb 2023
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees2
Clients11
DateFeb 2022
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$180M
Discretionary$178.6M
Non-Disc.$1.4M
Employees2
Clients0
DateMay 2020
Total AUM$145M
Discretionary$143.8M
Non-Disc.$1.2M
Employees2
Clients0
DateApr 2020
Total AUM$145M
Discretionary$143.8M
Non-Disc.$1.2M
Employees2
Clients0
DateJan 2020
Total AUM$145M
Discretionary$143.8M
Non-Disc.$1.2M
Employees2
Clients0
DateJun 2019
Total AUM$121M
Discretionary$110M
Non-Disc.$11M
Employees2
Clients0
DateApr 2019
Total AUM$121M
Discretionary$110M
Non-Disc.$11M
Employees2
Clients0
DateJan 2019
Total AUM$121M
Discretionary$110M
Non-Disc.$11M
Employees2
Clients0
DateFeb 2018
Total AUM$117M
Discretionary$104M
Non-Disc.$13M
Employees2
Clients0
DateDec 2017
Total AUM$110M
Discretionary$102M
Non-Disc.$8M
Employees2
Clients0
DateSep 2017
Total AUM$100.5M
Discretionary$95.5M
Non-Disc.$5M
Employees2
Clients0
DateAug 2017
Total AUM$100.5M
Discretionary$95.5M
Non-Disc.$5M
Employees2
Clients0
DateJul 2017
Total AUM$100.5M
Discretionary$95.5M
Non-Disc.$5M
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0