Tweddell Goldberg Investment Management

RIASEC RegisteredEst. 2015

Total AUM

$96.9M

Discretionary

$46.4M

48% of AUM

Avg account

$850K

Accounts

114

Employees

Advisory reps

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

FINTRX

Overview

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.