visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Tdc Investment Advisory

    Get Full Access

    Description

    • TDC Investment Advisory (TDC), a DBA of TFO-TDC, LLC, is a wealth management firm specializing nationally in services for high net worth individuals, families, and closely held businesses. As an independent Registered Investment Adviser, TDC manages $1.6 billion assets under management and consults on an additional $391 million in self-directed retirement assets under advisement as of December 31, 2016. That is simply the what we do. The why we do it, is much simpler to help families be families. Stronger, closer, and wiser. While helping our clients get to their desired finish line is something we cherish, our purpose as a firm goes much deeper. Ironically, this purpose has little to do with the investment advice we provide. For us, this purpose is the reason we get out of bed in the morning and look forward to coming to work each and every day; that purpose is to help families and its directly connected to everything we do. We help high net worth families interested in: Creating a plan to align their substantial wealth with their purpose Collaborating with their next generations to understand and sustain their family values Maintaining a long-term relationship to help navigate through their personal and collective journeys Allowing their wealth to make their family stronger, closer and wiser. We help closely held businesses interested in: Creating a plan to provide retirement plan services for their business to benefits their employees and themselves Finding creative ways to construct a retirement plan designed to accumulate savings for everyone in their organization Serving as their investment fiduciary Helping their employees families be families. Stronger, closer, and wiser.
    • location

      Headquarters:1440 Arrowhead Drive , Maumee, Ohio, United States

      More
    • Tdc Investment Advisory phone

      Phone Number: +1 419-891-9999

    • Tdc Investment Advisory website

      Website: https://www.tdcinvestmentadvisory.com

    • Tdc Investment Advisory employees

      Employees:31

    • Tdc Investment Advisory revenue

      Revenue:$10 - 50M

    • Tdc Investment Advisory legal name

      Legal Name:Tdc Investment Advisory

    • Tdc Investment Advisory's Social Media

      Tdc Investment Advisory linkedin Tdc Investment Advisory facebook
    • done Is this data correct?

    • |  NAICS Code: 523930  |

      Show More
    Person level website identification

    President for Tdc Investment Advisory

    Brady Fineske

    President

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Brady Fineske

    President

    Dejah Krajcar

    Chief Compliance Officer

    Robert Bowers

    Chief Operations Officer And Chief Human Resources Officer

    Jim Herrick

    Vice President

    Adele Sobieszczanski

    Director Of Practice Management

    Frequently Asked Questions regarding Tdc Investment Advisory

    • Where are Tdc Investment Advisory's Headquarters?

      Tdc Investment Advisory's Headquarters are in 1440 Arrowhead Drive ,Maumee,Ohio,United States

    • What is Tdc Investment Advisory's phone number?

      Tdc Investment Advisory's phone number is +1 419-891-9999

    • What is Tdc Investment Advisory's official website?

      Tdc Investment Advisory's official website is https://www.tdcinvestmentadvisory.com

    • What is Tdc Investment Advisory's Revenue?

      Tdc Investment Advisory's revenue is $10 - 50M

    • What is Tdc Investment Advisory's NAICS code?

      Tdc Investment Advisory's NAICS code is 523930

    • How many employees are working in Tdc Investment Advisory

      Tdc Investment Advisory has 31 employees

    • What is Tdc Investment Advisory's Industry?

      Tdc Investment Advisory is in the industry of Investment Management

    • Who is Tdc Investment Advisory's President?

      Tdc Investment Advisory's President is Brady Fineske

    Company Directory