Overview
Assets Under Management: $383 million
Headquarters: FREDERICK, MD
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,659
Discretionary Accounts: 2,659
Regulatory Filings
CRD Number: 301282
Filing ID: 1957068
Last Filing Date: 2025-03-17 12:35:00
Website: https://tpfinancial.com