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Building 2TRUEPOINT, INC.

Map pinCINCINNATI, OH
Phone513-792-6648
NotebookSEC #801-25433
Total AUM
$6.4B
Employees
103
Clients
1,934

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9999 CARVER ROAD
SUITE 200
CINCINNATI
OH 45242
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
513-792-6648
Other Offices
3

ReceiptFinancials

Total AUM
$6.4B
Accounts
9,643
Discretionary
$6.3B
Accounts
8,804
Non-Discretionary
$73.6M
Accounts
839

ContactClients

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Individual Clients
861
AUM
$218.2M
HNW Individual Clients
1,006
AUM
$5.7B
Pension/Profit Sharing Plan Clients
44
AUM
$212.4M
Charitable Organization Clients
23
AUM
$246.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAILINKYLAMAMDMEMIMNMONCNENHNJNMNYOHORPASCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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