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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2010
- Office Locations
- 1
Office Locations
About Tweddell Goldberg Investment Management
Tweddell Goldberg Wealth Management is a fee-only RIA providing portfolio management and financial planning, building diversified portfolios with mutual funds, index funds, socially responsible funds, and individual stocks, with an optional REIT management program. Led by two seasoned investment professionals (50+ years combined experience), the firm emphasizes low-cost implementation and often custodians assets at Charles Schwab.
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Owner & Executives
PETER GIBBS KENDALL
President, Senior Vice President
- CRD
- #1755772
- Ownership
- 50% but less than 75%
JEROLD (N) TWEDDELL
Chief Compliance Officer, Chief Executive Officer, INVESTMENT ADVISOR
- CRD
- #451010
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,399,909 | $583,338 |
| Non-Discretionary | $50,527,337 | $250,825 |
| Total | $96,927,246 | $345,303 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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