TRUE FIDUCIARY FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 317770
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
True Fiduciary Financial Advisors, LLC is a limited liability company that focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management as well as fixed fees. While the firm does not actively engage in ESG investing, it offers a range of advisory activities tailored to meet the needs of its client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Saul Medina
Managing Member And Chief Compliance OfficerCRD 6053430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 4921 E Bell Rd
- Time zone
- MT (UTC-7)
- Office locations
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