True Living Financial

True Living Financial (CRD# 154517) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $30,584,968 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

125 High Rock Avenue, Suite 205, Saratoga Springs, NY 12866

https://www.truelivingfinancial.com

By the Numbers

Total Assets Under Management

31

MILLION
Total Number of Accounts

98

ACCOUNTS
Average Account Value

$312,092

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at True Living Financial

Showing 1 - 1 of 1 top financial advisors.

Adam D. Mc Neill

CRD#: 4761522

125 High Rock Avenue, Suite 205, Saratoga Springs, NY 12866

Adam Mc Neill (CRD# 4761522) is an Investment Advisor Representative working at True Living Financial in Saratoga Springs, NY and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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