CRD: 134102
Tyndall Stroud Wealth Management, LLC
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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-07-2006
- Office Locations
- 1
Office Locations
About Tyndall Stroud Wealth Management, LLC
Tyndall Stroud Wealth Management, LLC is a North Carolina RIA focused on comprehensive financial planning with a specialty in retirement income planning. The team builds goal-based portfolios using ETFs and mutual funds (via Fidelity/NFS and AssetMark). They also coordinate Medicare supplement solutions through an unaffiliated partner, earning a one-time referral fee when clients enroll.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEREK HUGH STROUD
Managing Member
- CRD
- #4028986
- Ownership
- 25% but less than 50%
CHRISTOPHER LYNN TYNDALL
Advisor, Chief Compliance Officer
- CRD
- #4029078
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,097,132 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,097,132 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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