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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2017
- Office Locations
- 1
Office Locations
About True Square Financial LLC
True Square Financial is an independent, fee-only RIA and fiduciary based in Atlanta serving individuals and families nationwide. The firm provides customized financial planning and optional investment management for clients with complex situations—equity compensation, business ownership, tax-sensitive planning, and non-traditional assets. Engagements are offered on a flat monthly fee with no asset minimums, and clients can choose whether to delegate portfolio management.
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Owner & Executives
DANIEL P MAHONEY
Chief Compliance Officer, President
- CRD
- #4236650
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,533,433 | $521,509 |
| Non-Discretionary | $8,313,463 | $2,771,154 |
| Total | $178,846,896 | $541,960 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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