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James Gerard Tillar

TILLAR-WENSTRUP ADVISORS, LLC·CENTERVILLE, Ohio
Unclaimed Profile
1065 E. CENTERVILLE STATION ROAD, CENTERVILLE, OH 45459CRD# 1923001Firm CRD# 117295
01

About

James Gerard Tillar is a registered financial advisor based in CENTERVILLE, Ohio, affiliated with TILLAR-WENSTRUP ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TILLAR-WENSTRUP ADVISORS, LLC
TW ADVISORS
AUM
$270M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TILLAR-WENSTRUP ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1923001
Firm CRD# 117295
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Gerard Tillar offer?
James Gerard Tillar specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CENTERVILLE, Ohio for a consultation.
What are James Gerard Tillar's credentials?
James Gerard Tillar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gerard Tillar located?
James Gerard Tillar is based in CENTERVILLE, Ohio, working with TILLAR-WENSTRUP ADVISORS, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does James Gerard Tillar charge for services?
James Gerard Tillar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TILLAR-WENSTRUP ADVISORS, LLC?
TILLAR-WENSTRUP ADVISORS, LLC has approximately 4 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTERVILLE
Jack Richard Bowman — THE PRIVATE INVESTMENT GROUP, INC.Candace Lloyd Thurner — TILLAR-WENSTRUP ADVISORS, LLCWilliam Ewalt Deshurko — FUND TRADER PRO, LLCNitin Natvarlal Kumbhani — ACCENT CAPITAL MANAGEMENT, LLCJohn Charles Girvin — FIDUCIARY WEALTH GROUP, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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