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TUDOR FINANCIAL, INC.

8111 Timberlodge Trail
Dayton, Ohio 45458-2103
Tel: 937-439-9292

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About TUDOR FINANCIAL, INC.

TUDOR FINANCIAL, INC, formally registered with the SEC as TUDOR FINANCIAL, INC. The firm was established in 05/14/2020. They have over 1 offices throughout the country.

TUDOR FINANCIAL, INC. is a Dayton, Ohio based Financial Planning firm with nearly $199,402,874 assets under management, offering retirement planning & investment advisory services to 707 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121495
SEC#801-118723
Assets Managed by Firm$199,402,874
No. of Clients707
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • 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
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total707$199,402,874
Individuals (other than high net worth individuals)482$82,826,008
High net worth individuals51$115,397,019
Charitable organizations7$1,179,847

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NATIONWIDE FUND ADVISORS
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MEEDER PUBLIC FUNDS, INC.
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DIAMOND HILL CAPITAL MANAGEMENT INC
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TOUCHSTONE ADVISORS INC
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Cincinnati, OH, 45202-4203
$26,738,929,6173984

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