Tyndale Investments, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 163581
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.35%
- HNWI43.48%
- Pension & Profit Sharing Plans2.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Tyndale Investments, LLC is an independent, privately owned registered investment adviser operating as a limited liability company. The firm serves both individual/family clients and institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Tyndale appears to run a traditional advisory practice focused on discretionary portfolio management (the bulk of its assets are discretionary) and supplements advisory work with planning and consulting services. An accounting professional relationship is listed among its industry affiliations.
Assets & Accounts
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 Funds85%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
- US Government Bonds2%
Contacts
1 of 1
Mark Dickson
PrincipalCRD 4845774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1750 K St Nw
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Select Investment Solutions, LLC
RIAWashington, DC
Valor Wealth Partners
RIAWashington, DC
Capital Area Planning Group
RIAWashington, DC
Advocate Wealth, LLC
RIAWashington, DC
Sullivan Wood Capital Management, LLC
RIAWashington, DC
SHB Advisors
RIAWashington, DC