TRUEPOINT, INC.

CINCINNATI, Ohio·5 registered advisors·CRD# 105664
SEC# 801-254333513-792-6648
01

Firm Overview

AUM
$4.9B
Regulatory assets under management
Employees
93
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRUEPOINT, INC.

5 registered advisors
Janel Elizabeth Carroll
CINCINNATI, Ohio
John Stewart Evans
CINCINNATI, Ohio
Michael Jay Chasnoff
CINCINNATI, Ohio
Scott Michael Keller
CINCINNATI, Ohio
Steven Thomas Condon
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
5 advisors

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Data sourced from SEC Form ADV filings. TRUEPOINT, INC. (CRD# 105664) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.