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TRUEPOINT, INC.
9999 Carver Road
Suite 200
Cincinnati, Ohio 45242
Tel: 513-792-6648
About TRUEPOINT, INC.
TRUEPOINT, INC, formally registered with the SEC as TRUEPOINT, INC. The firm was established in 10/25/1985. They have over 4 offices throughout the country.
TRUEPOINT, INC. is a Cincinnati, Ohio based Financial Planning firm with nearly $4,935,598,041 assets under management, offering retirement planning & investment advisory services to 10678 clients. The firm is staffed with 93 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105664 |
| SEC# | 801-25433 |
| Assets Managed by Firm | $4,935,598,041 |
| No. of Clients | 10678 |
| No. of Advisors | 93 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10678 | $4,935,598,041 |
| Individuals (other than high net worth individuals) | 860 | $197,606,751 |
| High net worth individuals | 887 | $4,445,773,602 |
| Pension and profit sharing plans | 36 | $111,418,285 |
| Charitable organizations | 24 | $180,799,403 |
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