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Derek Rogell Tinnin

ALTIORA GROUP, LLC·MASON, Ohio
Unclaimed Profile
5947 DEERFIELD BLVD, MASON, OH 45040CRD# 5394225Firm CRD# 173352
01

About

Derek Rogell Tinnin is a registered financial advisor based in MASON, Ohio, affiliated with ALTIORA GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GENERATIONS WEALTH, LLC
GENERATIONS WEALTH, LLC
AUM
$207M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GENERATIONS WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5394225
Firm CRD# 173352
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek Rogell Tinnin offer?
Derek Rogell Tinnin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MASON, Ohio for a consultation.
What are Derek Rogell Tinnin's credentials?
Derek Rogell Tinnin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Rogell Tinnin located?
Derek Rogell Tinnin is based in MASON, Ohio, working with ALTIORA GROUP, LLC. Their office serves clients in the MASON metropolitan area and surrounding communities.
How does Derek Rogell Tinnin charge for services?
Derek Rogell Tinnin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTIORA GROUP, LLC?
ALTIORA GROUP, LLC has approximately 8 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MASON
Richard Louis Roeding — SUMMER HILL CAPITAL PARTNERS, LLCMatthew Sanford Matson — MATSON MONEY, INC.Elizabeth Marie Knoblock — MATSON MONEY, INC.Joseph Edward Matson — MATSON MONEY, INC.Timothy Daniel Cavanaugh — SUMMER HILL CAPITAL PARTNERS, 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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