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Cleves Richard Delp

TFO WEALTH PARTNERS, LLC·MAUMEE, Ohio
Unclaimed Profile
1440 ARROWHEAD DRIVE, MAUMEE, OH 43537CRD# 2368975Firm CRD# 124407
01

About

Cleves Richard Delp is a registered financial advisor based in MAUMEE, Ohio, affiliated with TFO WEALTH PARTNERS, 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
TFO WEALTH PARTNERS, LLC
TFO WEALTH PARTNERS
AUM
$3.9B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at TFO WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2368975
Firm CRD# 124407
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cleves Richard Delp offer?
Cleves Richard Delp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.
What are Cleves Richard Delp's credentials?
Cleves Richard Delp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cleves Richard Delp located?
Cleves Richard Delp is based in MAUMEE, Ohio, working with TFO WEALTH PARTNERS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does Cleves Richard Delp charge for services?
Cleves Richard Delp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TFO WEALTH PARTNERS, LLC?
TFO WEALTH PARTNERS, LLC has approximately 65 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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