| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Wendy Rossman Control | Vp, Gc And Cco | Under 5% | 2020 |
| Kai Heimer Stinchcombe Control | Managing Member | 5-10% | 2013 |
| Scott William Parker Control | Managing Director | Under 5% | 2022 |
True Link Financial Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
True Link Financial Advisors, LLC reports 7 employees.
True Link Financial Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2018.
True Link Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 505 Montgomery St., 11th Floor, San Francisco, CA 94111 |
| Phone | 855-435-5140 |
| Office hours | Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1718716 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.26B |
| Non-discretionary | $86.8M |
| Total (RAUM) | $1.35B |