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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-18-2016
- Office Locations
- 1
Office Locations
About TJW Fiduciary Plan Consultants, LLC
TJW Fiduciary Plan Consultants advises employers on plan-sponsored retirement programs (401(k), 403(b), 457 and similar), providing fiduciary consulting, due diligence, and prudent-process oversight of plan investments and expenses. Founded by Timothy J. Windos, a 20+ year retirement-plan industry veteran and former branch/district manager, the firm supports organizations from ~20 to 10,000 employees and delivers on-site participant education.
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Investment Themes
Investment Vehicles
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Owner & Executives
TIMOTHY JOHN WINDOS
Chief Compliance Officer, Managing Member
- CRD
- #2574962
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,696,868 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,696,868 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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