Overview
Assets Under Management: $132 million
High-Net-Worth Clients: 33
Average Client Assets: $2.7 million
Frequently Asked Questions
TUBLIN - DIFUSCO ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125801), TUBLIN - DIFUSCO ADVISORS INC. is subject to fiduciary duty under federal law.
TUBLIN - DIFUSCO ADVISORS INC. serves 33 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, TUBLIN - DIFUSCO ADVISORS INC. offers portfolio management for individuals. View all service details ↓
TUBLIN - DIFUSCO ADVISORS INC. manages $132 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, TUBLIN - DIFUSCO ADVISORS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.08%
Average Client Assets: $2.7 million
Total Client Accounts: 130
Discretionary Accounts: 130
Regulatory Filings
CRD Number: 125801
Filing ID: 2084744
Last Filing Date: 2026-03-30 17:21:40