


True Blue Financial, A Registered Investment Advisor Revenue
Investment Management • Lake, Michigan, United States • 11-20 Employees
True Blue Financial, A Registered Investment Advisor revenue & valuation
| Annual revenue | $23,700,000 |
| Revenue per employee | $1,823,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $75,900,000 |
| Total funding | No funding |
Key Contact at True Blue Financial, A Registered Investment Advisor
Luke Brown
Founder And President
Company overview
| Headquarters | 7889 Red Arrow Highway, Stevensville, MI 49127, US |
| Phone number | +12699822710 |
| Website | |
| NAICS | 5231 |
| Keywords | Insurance, Financial Planning, Retirement, Tax Preparation, Investment Management |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
True Blue Financial, A Registered Investment Advisor Email Formats
True Blue Financial, A Registered Investment Advisor uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@trueblue.financial), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@trueblue.financial | 57.1% |
{first initial}{last name} | jdoe@trueblue.financial | 42.9% |
About True Blue Financial, A Registered Investment Advisor
At True Blue Financial, we strive to serve your entire financial picture with unwavering commitment. When you depend on our team, you can look forward to your future with confidence. We are proud to offer several financial services under one roof, including financial planning, tax planning, wealth management, charitable giving, and more. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Tax/accounting/CPA related services offered through True Blue Tax DBA True Blue Financial. True Blue Tax is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
True Blue Financial, A Registered Investment Advisor has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
True Blue Financial, A Registered Investment Advisor has never raised funding before.
True Blue Financial, A Registered Investment Advisor Tech Stack
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