True Square Financial LLC
True Square Financial LLC is an SEC-registered ria in Atlanta, GA with $178.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns True Square Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287997, SEC 801-135426, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $178.8M (2026-01-27)
- Firm type
- Ria
- Location
- Atlanta, GA
- Employees
- 1
- Clients
- 73
- CRD
- 287997
- Ownership
- MAHONEY, DANIEL, P
How much AUM does True Square Financial LLC have?
True Square Financial LLC reported $178.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns True Square Financial LLC?
Disclosed owners and executives of True Square Financial LLC include MAHONEY, DANIEL, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.