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TUDOR FINANCIAL, INC.
CRD 121495 · SEC 801-118723
8111 TIMBERLODGE TRAIL, DAYTON, OH, 45458-2103, United States
Phone
937-439-9292
Fax
937-439-2929
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$256.3M
Discretionary AUM
$256.3M
Team
6 total employees; 6 advisory reps; 433 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 357 | $92.8M |
| High net worth individuals | 74 | $161.8M |
| Charitable organizations | 4 | $1.7M |
States served
OH, RI, FL
All web addresses on file
Official SEC filing: View on IAPD