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True Square Financial LLC

● SEC registered since 2026CRD 287997SEC# 801-135426Atlanta, GA
Export (members)
Reg. AUM
$178.8M
Employees
1
Accounts
330
Location
Atlanta, GA

True Square Financial LLC assets under management

True Square Financial LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2026. It reports $178.8 million in regulatory assets under management and employs 1 people.
truesquarefinancial.comView on SEC.gov ↗

True Square Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel P Mahoney ControlPresident, CcoOver 75%2017

Frequently asked questions

How much does True Square Financial LLC manage?

True Square Financial LLC reports $178.8 million in regulatory assets under management on its Form ADV.

How many employees does True Square Financial LLC have?

True Square Financial LLC reports 1 employees.

Where is True Square Financial LLC located?

True Square Financial LLC is based in Atlanta, GA and has been SEC-registered since 2026.

Does True Square Financial LLC disclose fund performance?

True Square Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1355 Peachtree St NE, Suite 1150, Atlanta, GA 30309
Phone404-975-2720
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170.5M
Non-discretionary$8.3M
Total (RAUM)$178.8M