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Timothy David Paulin

TOUCHSTONE ADVISORS INC·CINCINNATI, Ohio
Clean recordTOUCHSTONE ADVISORS INC
303 BROADWAY, CINCINNATI, OH 45202-4203CRD# 1599212Firm CRD# 107028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy David Paulin · CINCINNATI, OH
Registration
CRD #1599212 · TOUCHSTONE ADVISORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy David Paulin is a registered financial advisor based in CINCINNATI, Ohio, affiliated with TOUCHSTONE ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
TOUCHSTONE ADVISORS INC
TOUCHSTONE ADVISORS INC
AUM
$26.7B
Regulatory assets under management
Employees
84
Total firm employees
Services
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1599212
Firm CRD# 107028
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy David Paulin offer?
Timothy David Paulin specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Timothy David Paulin's credentials?
Timothy David Paulin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy David Paulin located?
Timothy David Paulin is based in CINCINNATI, Ohio, working with TOUCHSTONE ADVISORS INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Timothy David Paulin charge for services?
Timothy David Paulin'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 TOUCHSTONE ADVISORS INC?
TOUCHSTONE ADVISORS INC has approximately 84 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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