Overview
Assets Under Management: $212 million
Headquarters: CENTERVILLE, OH
High-Net-Worth Clients: 89
Average Client Assets: $1.6 million
Frequently Asked Questions
TW ADVISORS 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 #117295), TW ADVISORS is subject to fiduciary duty under federal law.
TW ADVISORS is headquartered in CENTERVILLE, OH.
TW ADVISORS serves 89 high-net-worth clients according to their SEC filing dated February 13, 2018. View client details ↓
According to their SEC Form ADV, TW ADVISORS offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TW ADVISORS manages $212 million in client assets according to their SEC filing dated February 13, 2018.
According to their SEC Form ADV, TW ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.97%
Average Client Assets: $1.6 million
Total Client Accounts: 470
Discretionary Accounts: 458
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 117295
Filing ID: 1175669
Last Filing Date: 2018-02-13 14:47:00