Ted C. Earle
RIAState Registered
Total AUM
$580K
Discretionary
$580K
100% of AUM
Avg account
$580K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 116672
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ted C. Earle operates as a sole proprietorship, focusing primarily on portfolio management for individuals and small businesses. The firm does not engage in capital allocation or serve as a pension consultant, nor does it have affiliations with other advisory firms. Ted C. Earle does not actively pursue ESG investments and is not classified as a multi-state adviser. The firm operates with a straightforward fee structure, charging a percentage of assets under management.
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
- Non-Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sawyer Investment Management Company
RIAColleyville, TX
AUM $580KTEAM 1REPS 1
Aston Sandel
RIAAUM $580KTEAM 1REPS 1
Budge, David M.
RIAAUM $580KTEAM 1REPS 1
Third Day Capital, Inc.
RIACharlotte, NC
AUM $579KTEAM 1REPS 2
Angel Light Capital
RIAAUM $582KTEAM 1REPS 1
Simaan Investment Management, L.L.C.
RIAAUM $582KTEAM 1REPS 1