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Joshua Richard Allen

TCP ASSET MANAGEMENT, LLC·UPPER ARLINGTON, Ohio
Unclaimed Profile
5000 HORIZONS DRIVE, UPPER ARLINGTON, OH 43220CRD# 5074710Firm CRD# 286037
01

About

Joshua Richard Allen is a registered financial advisor based in UPPER ARLINGTON, Ohio, affiliated with TCP ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
TCP ASSET MANAGEMENT, LLC
TCP ASSET MANAGEMENT, LLC
AUM
$642M
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at TCP ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR'S FEES
Regulatory
SEC/IARD CRD# 5074710
Firm CRD# 286037
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua Richard Allen offer?
Joshua Richard Allen specializes in Financial Planning, Investment Management. Contact their office in UPPER ARLINGTON, Ohio for a consultation.
What are Joshua Richard Allen's credentials?
Joshua Richard Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Richard Allen located?
Joshua Richard Allen is based in UPPER ARLINGTON, Ohio, working with TCP ASSET MANAGEMENT, LLC. Their office serves clients in the UPPER ARLINGTON metropolitan area and surrounding communities.
How does Joshua Richard Allen charge for services?
Joshua Richard Allen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor's fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TCP ASSET MANAGEMENT, LLC?
TCP ASSET MANAGEMENT, LLC has approximately 35 employees and manages $642M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in UPPER ARLINGTON
Rebecca Eve Goebel — TCP ASSET MANAGEMENT, LLCMatthew Gerard Kovalcik — KOVALCIK & GERAGHTY WEALTH PARTNERS LLPStephen Patrick Geraghty — KOVALCIK & GERAGHTY WEALTH PARTNERS LLPPhillip Joseph Susi — TCP ASSET MANAGEMENT, LLCPhilip Hunter Bervig — TCP ASSET MANAGEMENT, 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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