8111 Timberlodge Trail
Dayton, Ohio 45458-2103
Tel: 937-439-9292
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 121495 |
SEC# | 801-118723 |
Assets Managed by Firm | $199,402,874 |
No. of Clients | 707 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 707 | $199,402,874 |
Individuals (other than high net worth individuals) | 482 | $82,826,008 |
High net worth individuals | 51 | $115,397,019 |
Charitable organizations | 7 | $1,179,847 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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