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TED C. Earle

TED C. Earle. CRD 116672

T

CRD: 116672

TED C. Earle

(520) 403-9133
$580.0K Total AUM
$580.0K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
46 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
--
Established Date
01-01-1980
Office Locations
1

Office Locations

-- Tucson AZ

About TED C. Earle

TED C. Earle is a Tucson-based RIA. The firm has been operating for 46 years. Managing $580.0K in total assets under management, with 1 advisory representatives.

Team overview

-- AVG AGE
$580.0K AVG AUM / ADVISOR
$580.0K AVG AUM / CLIENT
46.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
46yrs Firm Age

Insights

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Asset Classes

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Client Personas

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Investment Vehicles

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Services

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Owner & Executives

T

TED EARLE

Owner

CRD
--
Ownership
75% or more
Available
Available
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $580,000 --
Non-Discretionary $0 --
Total $580,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - OTC:
Available
Asset class Assets Assets %
Equity - OTC Available Available
Total Available Available

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