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 that began SEC registration in 2015 and is owned by an individual. The firm serves primarily individuals, families and some institutional clients, providing financial planning and portfolio management services targeted at individuals and small businesses. Its fee model combines a percentage-of-AUM approach with hourly billing for certain engagements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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