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TCP ASSET MANAGEMENT, LLC
TCP ASSET MANAGEMENT, LLC
UPPER ARLINGTON, Ohio
·
7 registered advisors
·
CRD# 286037
SEC# 801-108836
11
614-761-9378
01
Firm Overview
AUM
$642M
Regulatory assets under management
Employees
35
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR'S FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at TCP ASSET MANAGEMENT, LLC
7 registered advisors
Branda Rhae Allen
UPPER ARLINGTON, Ohio
CRD# 4577515
Joshua Richard Allen
UPPER ARLINGTON, Ohio
CRD# 5074710
Julianne Lorraine Call
COLUMBUS, Ohio
CRD# 1056312
Matthew Ryan Mccleese
COLUMBUS, Ohio
CRD# 5479779
Philip Hunter Bervig
UPPER ARLINGTON, Ohio
CRD# 5081514
Phillip Joseph Susi
UPPER ARLINGTON, Ohio
CRD# 5109197
Rebecca Eve Goebel
UPPER ARLINGTON, Ohio
CRD# 2305283
05
Office Locations
UPPER ARLINGTON, Ohio
5 advisors
COLUMBUS, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. TCP ASSET MANAGEMENT, LLC (CRD# 286037) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.