TDL MANAGING PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
TYLER, Texas
CRD number
311701

Firm profile

FINTRX

Overview

Tdl Managing Partners, LLC operates as a limited liability company focused on providing investment management services. While specific details about their investment strategies and preferences are not disclosed, the firm is classified as unclassified, indicating a potentially broad range of investment activities. The firm does not engage in capital allocation and is not recognized as an active ESG investor. Tdl Managing Partners does not operate as a multi-state adviser and has not formed any affiliations with related advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • WILLIAM HERSEY

    Managing MemberCRD 6389118

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TYLER, TX

SMITH

Location

TYLER, TX

Headquartered in TYLER, TX, anchoring the Tyler-Jacksonville, TX metro in the South.

Metro area
Tyler-Jacksonville, TX
Region
South
County
SMITH
Address
802 W Ferguson St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth