Tweddell Goldberg LLC is a large advisory firm based in Sonora. It manages $98.17 million of regulatory assets for 467 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Maryland.
Tweddell Goldberg provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tweddell Goldberg LLC is $98.17 million. The firm's AUM has grown by 257% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tweddell Goldberg LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Tweddell Goldberg is individuals with 102 clients and $80.13 million of assets under management. Among the 4 most similar advisory firms, Tweddell Goldberg has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $98.17 million for 118 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tweddell Goldberg doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tweddell Goldberg LLC performs its advisory services is located at 20320 Midland Drive, Sonora, CA 95370 9602, which is also the mailing address of the firm. An additional office of the firm is in Silver Spring, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 209-536-9734 or by fax 209-536-9074. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at tweddellgoldberg.com.