Truepoint is an investment advisor in Cincinnati with $4.64 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
311306367
SEC advisor number
801-25433
FINRA CRD number
105664
AUM ?
$4.94 bn
(as of 27 Mar 24)
Accounts
10,678
(as of 27 Mar 24)
Employees
93
(36 investment advisory or research)
Address
Truepoint
9999 CARVER ROAD
SUITE 200
CINCINNATI
OH 45242
9999 CARVER ROAD
SUITE 200
CINCINNATI
OH 45242
Phone
513-792-6648
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22