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Dustin Richard Tondre

TL PRIVATE WEALTH LLC·SOUTHLAKE, Texas
Unclaimed Profile
165 S KIMBALL AVE, SOUTHLAKE, TX 76092CRD# 4942019Firm CRD# 167818
01

About

Dustin Richard Tondre is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with TL PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TL PRIVATE WEALTH LLC
TL PRIVATE WEALTH
AUM
$311M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TL PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4942019
Firm CRD# 167818
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dustin Richard Tondre offer?
Dustin Richard Tondre specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Dustin Richard Tondre's credentials?
Dustin Richard Tondre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dustin Richard Tondre located?
Dustin Richard Tondre is based in SOUTHLAKE, Texas, working with TL PRIVATE WEALTH LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Dustin Richard Tondre charge for services?
Dustin Richard Tondre'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 TL PRIVATE WEALTH LLC?
TL PRIVATE WEALTH LLC has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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