TCN Private Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 310464
- Registered since
- September 8, 2020
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
TCN Private Wealth Management LLC is a small, SEC-registered advisory firm organized as an LLC and registered in 2020. The firm operates as a capital allocator for individual and family clients and concentrates on discretionary portfolio management for individuals and small businesses, plus the selection of third-party advisers when needed. Fee billing is on a percentage-of-AUM basis. Investment activity is heavily weighted to publicly traded equities, and the firm does not identify as an active ESG investor.
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
- Exchange Traded Equities99%
- Private Funds1%
Contacts
1 of 1Timothy Neale
PrincipalCRD 5296624
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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