TRUEPOINT, INC.
SEC Form ADV profile.
Total regulatory AUM
$6,392,730,954
Discretionary
$6,319,120,995
Non-discretionary
$73,609,959
Firm details
- CRD number
- 105664
- SEC file number
- 801-25433
- Main office
- CINCINNATI, OH, United States
- Employees
- 103
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.