Truepoint, Inc.
Truepoint, Inc. (CRD# 105664) is a financial advisory firm headquartered in Cincinnati, OH. They manage $4,935,598,041 in 10,678 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management4,936MILLION
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Total Number of Accounts10,678ACCOUNTS
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Average Account Value$462,221
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA
Wayne Lippert (CRD# 4071874) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.
Adam Lipton (CRD# 5278427) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 12 years of experience in the finance industry.
Christopher Meyer (CRD# 2590110) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
Elizabeth Niehaus (CRD# 6641851) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
Lauren Niestradt (CRD# 5085178) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
Alexandra Ollinger (CRD# 6710100) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
William Parchman (CRD# 6640933) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
Benjamyn Patrick (CRD# 5961038) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 8 years of experience in the finance industry.
Deanna Sicking (CRD# 4536089) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 19 years of experience in the finance industry.
Heather Spencer (CRD# 4818583) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 19 years of experience in the finance industry.