Overview
Assets Under Management: $199 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 707
Discretionary Accounts: 707
Regulatory Filings
CRD Number: 121495
Last Filing Date: 2024-11-15 00:00:00
Website: https://tudorfinancial.com