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Building 2TUDOR FINANCIAL, INC.

Map pinDAYTON, OH
Phone937-439-9292
NotebookSEC #801-118723
Total AUM
$256.3M
Employees
6
Clients
442

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8111 TIMBERLODGE TRAIL
DAYTON
OH 45458-2103
United States
Operating Hours
9:00 TO 5:30
Monday - Friday
Phone
937-439-9292

ReceiptFinancials

Total AUM
$256.3M
Accounts
708
Discretionary
$256.3M
Accounts
708
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
357
AUM
$92.8M
HNW Individual Clients
74
AUM
$161.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
4
AUM
$1.7M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHRI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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