Overview
Assets Under Management: $1.2 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 421
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 421
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,989
Discretionary Accounts: 2,838
Non-Discretionary Accounts: 151
Regulatory Filings
CRD Number: 174434
Filing ID: 1993477
Last Filing Date: 2025-05-29 15:30:00
Website: https://twpteam.com