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TRIPP FINANCIAL CONSULTANTS, INC.
TRIPP FINANCIAL CONSULTANTS, INC.
ROCKVILLE, Maryland
·
3 registered advisors
·
CRD# 110794
SEC# 801-20798
301-721-1800
01
Firm Overview
AUM
$66M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISER/MANAGER FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TRIPP FINANCIAL CONSULTANTS, INC.
3 registered advisors
Frederick Gerald Tripp
ROCKVILLE, Maryland
CRD# 1087777
Terry Anne Tripp
ROCKVILLE, Maryland
CRD# 4378345
Tricia Lynne Tripp
ROCKVILLE, Maryland
CRD# 2528549
05
Office Locations
ROCKVILLE, Maryland
3 advisors
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Data sourced from SEC Form ADV filings. TRIPP FINANCIAL CONSULTANTS, INC. (CRD# 110794) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.