Tweddell Goldberg Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 141634
- Registered since
- April 1, 2015
- Website
- www.tginvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI82.94%
- Individuals13.64%
- Pension & Profit Sharing Plans3.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tweddell Goldberg Investment Management LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2015. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, supplemented by hourly fees for certain engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities29%
- Non-Exchange Traded Equities16%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
2 of 2Peter Kendall
Investment Advisor RepresentativeCRD 1755772
Jerold Tweddell
MemberCRD 451010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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