Overview
Assets Under Management: $199 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
TUDOR FINANCIAL, 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 #121495), TUDOR FINANCIAL, INC. is subject to fiduciary duty under federal law.
TUDOR FINANCIAL, INC. is headquartered in DAYTON, OH.
TUDOR FINANCIAL, INC. serves 65 high-net-worth clients according to their SEC filing dated November 15, 2024. View client details ↓
According to their SEC Form ADV, TUDOR FINANCIAL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
TUDOR FINANCIAL, INC. manages $199 million in client assets according to their SEC filing dated November 15, 2024.
According to their SEC Form ADV, TUDOR FINANCIAL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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