$256.3M Total AUM
$256.3M Disc. AUM
11.4% 3Y CAGR
6 Employees
868 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-23-2003
- Office Locations
- 1
Office Locations
8111 Timberlodge Trail Dayton OH
About Tudor Financial, Inc.
Tudor Wealth (Tudor Financial) is an independent wealth and investment advisory firm based in Southwest Ohio serving individuals, families, and institutions across 30+ states. Provides discretionary investment management focused on lifetime wealth and income, plus financial/estate planning, tax guidance, and risk/asset-protection reviews, supported by a client web portal. Custody includes Fidelity/NFS.
Team overview
27 AVG AGE
$42.7M AVG AUM / ADVISOR
$295.3K AVG AUM / CLIENT
13.7 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
G
GRANT STEVEN DONALDSON
President
- CRD
- #1970214
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DREW ALAN BRAZIE
--
- CRD
- #1396284
Available
Available
Available
P
PAUL ALAN BRAZIE
--
- CRD
- #4253686
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,320,962 | $362,035 |
| Non-Discretionary | $0 | -- |
| Total | $256,320,962 | $362,035 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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