TYNDALL STROUD WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- WINTERVILLE, North Carolina
- CRD number
- 134102
- Website
- www.tyndallstroudwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals53.6%
- HNWI41.88%
- Pension & Profit Sharing Plans4.37%
- Pooled Investment Vehicles0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tyndall Stroud Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting-oriented services, and educational seminars or workshops. Fee arrangements include asset-based fees, hourly charges and other fee types. The firm is not positioned as an active ESG investor and is not set up as a multi-state RIA.
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 Equities51%
- Public Funds/Mutual Funds40%
- Non-Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1CHRISTOPHER TYNDALL
Managing Member And Chief Compliance OfficerCRD 4029078
Contacts
2 of 2DEREK STROUD
PresidentCRD 4028986
LARRY TYNDALL
Vice PresidentCRD 4029316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINTERVILLE, NC
PITT
Location
WINTERVILLE, NC
Headquartered in WINTERVILLE, NC, anchoring the Greenville-Kinston-Washington, NC metro in the South.
- Metro area
- Greenville-Kinston-Washington, NC
- Region
- South
- County
- PITT
- Address
- 154 Beacon Dr
- Time zone
- ET (UTC-5)
- Office locations
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