PPrivate Fund Data Log in Join · $37/mo

Tudor Financial, Inc.

● SEC registered since 2020CRD 121495SEC# 801-118723Dayton, OH
Export (members)
Reg. AUM
$220.6M
Employees
6
Accounts
428
Location
Dayton, OH

Tudor Financial, Inc. assets under management

Tudor Financial, Inc. is a registered investment adviser overseen by the SEC based in Dayton, OH. The firm has been registered since 2020. It reports $220.6 million in regulatory assets under management and employs 6 people.
tudorfinancial.comView on SEC.gov ↗

Tudor Financial, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Grant Steven Donaldson ControlChief Compliance OfficerOver 75%2005
Grant Steven Donaldson ControlPresidentOver 75%1992

Frequently asked questions

How much does Tudor Financial, Inc. manage?

Tudor Financial, Inc. reports $220.6 million in regulatory assets under management on its Form ADV.

How many employees does Tudor Financial, Inc. have?

Tudor Financial, Inc. reports 6 employees.

Where is Tudor Financial, Inc. located?

Tudor Financial, Inc. is based in Dayton, OH and has been SEC-registered since 2020.

Does Tudor Financial, Inc. disclose fund performance?

Tudor Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8111 Timberlodge Trail, Dayton, OH 45458-2103
Phone937-439-9292
Fax937-439-2929
Office hours9:00 To 5:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$220.6M
Non-discretionary$0
Total (RAUM)$220.6M