True Square Financial

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

1355 Peachtree St NE Ste 1150, Atlanta, ...

Phone Number

(404) 975-2720

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About True Square Financial

True Square Financial is an independent, fee-only financial planning firm based in Atlanta, Georgia, dedicated to providing customized financial advice and investment management services. The firm operates under a fiduciary standard, ensuring that clients' interests are prioritized at all times. They cater to individuals and families facing complex financial situations, including those with unpredictable careers, business owners, and clients concerned about tax liabilities. True Square Financial offers a flat monthly fee structure with no asset minimums, making their services accessible to a wide range of clients across the United States.Explore more
True Square Financial's Social MediaPopular SearchesTrue Square Financial LLCTrue Financial LLCTrue Square FinancialTrue FinancialSquare Financial LLCSIC Code 62,628NAICS Code 52,523Show more

True Square Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

True Square Financial

<$5M
11-50
Private
-
2016
DM
Daniel MahoneyFounder & President
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
2021
SP
Stuart PynePortfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
N/A
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

True Square Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

True Square Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about True Square Financial.

True Square Financial Tech Stack

A closer look at the technologies used by True Square Financial

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Frequently Asked Questions Regarding True Square Financial

What is True Square Financial's official website?
True Square Financial's official website is www.truesquarefinancial.com
What is True Square Financial's Revenue?
True Square Financial's revenue is <$5 Million
What is True Square Financial's SIC code?
True Square Financial's SIC: 62,628
What is True Square Financial's NAICS code?
True Square Financial's NAICS: 52,523
How many employees does True Square Financial have?
True Square Financial has 11-50 employees
What industry does True Square Financial belong to?
True Square Financial is in the industry of: Finance, Securities Trading
What is True Square Financial competition?
True Square Financial top competitors include: Safe Landing Financial, Sherwood Investment Services, HC Financial Advisors, Charleston Financial Advisors
What technology does True Square Financial use?
Some of the popular technologies that True Square Financial uses are: WordPress.org, PHP, Microsoft 365, WordPress.com
How do I contact True Square Financial?
True Square Financial contact info: Phone number: (404) 975-2720 Website: www.truesquarefinancial.com
What does True Square Financial do?

True Square Financial is an independent, fee-only financial planning firm based in Atlanta, Georgia, dedicated to providing customized financial advice and investment management services. The firm operates under a fiduciary standard, ensuring that clients' interests are prioritized at all times. They cater to individuals and families facing complex... financial situations, including those with unpredictable careers, business owners, and clients concerned about tax liabilities. True Square Financial offers a flat monthly fee structure with no asset minimums, making their services accessible to a wide range of clients across the United States.Read More

What are True Square Financial social media links?
True Square Financial Linkedin page
Is True Square Financial a public company?
True Square Financial is private company therefore does not currently have an official ticker symbol
See more information about True Square Financial

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