Truepoint Review

Trust Score 97%
Trust Score info_outline

Last updated: May 20th, 2019. Data source: SEC filings.

Truepoint, federally registered in 1985, is a Registered Investment Advisor (RIA) in 28 state(s) with a licensed staff of 25 advisors. Truepoint manages $2.7 billion and provides investment advisory services for 772 clients (1:31 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $3,538,217
Hybrid Advisor No
Disciplinary History No
Total AUM $2.7 billion
Advisor / Client Ratio 1:31
Headquarters Cincinnati, OH
SEC Filings Forms and Brochures    (CRD # 105664)
State(s) Registered AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, MA, MI, MO, NE, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA

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