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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 3 offices throughout the country.
TRUEPOINT, INC. is a Cincinnati, Ohio based Financial Planning firm with nearly $4,210,571,024 assets under management, offering retirement planning & investment advisory services to 8663 clients. The firm is staffed with 81 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105664 |
| SEC# | 801-25433 |
| Assets Managed by Firm | $4,210,571,024 |
| No. of Clients | 8663 |
| No. of Advisors | 81 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8663 | $4,210,571,024 |
| Individuals (other than high net worth individuals) | 869 | $217,054,167 |
| High net worth individuals | 819 | $3,708,005,050 |
| Pension and profit sharing plans | 39 | $131,350,133 |
| Charitable organizations | 23 | $154,161,674 |
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