T
$65.0K Total AUM
$65.0K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-31-2000
- Office Locations
- 1
Office Locations
-- Bethesda MD
About Tuvin & Tuvin, Ltd.
Tuvin & Tuvin, Ltd. is a Bethesda-based RIA. The firm has been operating for 26 years. Managing $65.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
64 AVG AGE
$65.0K AVG AUM / ADVISOR
$65.0K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EDWARD SCOTT TUVIN
President
- CRD
- #4571217
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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