Overview
Assets Under Management: $148 million
Headquarters: CENTERVILLE, OH
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 438
Discretionary Accounts: 424
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 128876
Last Filing Date: 2024-11-13 00:00:00
Website: https://tpiginc.com