1598 Copperfield Parkway
College Station, Texas 77845
Tel: 979-260-9696
TDC CAPITAL ADVISORS, INC, formally registered with the SEC as TDC CAPITAL ADVISORS, INC. The firm was established in 05/21/2021. They have over 1 offices throughout the country.
TDC CAPITAL ADVISORS, INC. is a College Station, Texas based Financial Planning firm with nearly $171,934,687 assets under management, offering retirement planning & investment advisory services to 240 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 117769 |
SEC# | 801-121287 |
Assets Managed by Firm | $171,934,687 |
No. of Clients | 240 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 240 | $171,934,687 |
Individuals (other than high net worth individuals) | 66 | $29,932,994 |
High net worth individuals | 46 | $123,134,761 |
Charitable organizations | 2 | $1,187,135 |
Corporations or other businesses | 11 | $16,624,279 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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