Tillar-Wenstrup Advisors is an investment advisor in Centerville with $269.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311802388
SEC advisor number
801-60709
FINRA CRD number
117295
AUM ?
$269.55 mm
(as of 23 Feb 22)
Accounts
490
(as of 23 Feb 22)
Employees
4
(3 investment advisory or research)
Address
Tillar-Wenstrup Advisors
1065 E. CENTERVILLE STATION ROAD
CENTERVILLE
OH 45459
1065 E. CENTERVILLE STATION ROAD
CENTERVILLE
OH 45459
Office hours
Monday - Friday, 9:00 AM TO 4:00 PM
Phone
937-428-9700
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Tillar, James, Gerard | Member / Chief Compliance Officer | 10/2001 | 25-50% |
Wenstrup, Stephen, Andrew | Member, Director of Marketing | 10/2001 | 25-50% |
Roesch, Timothy, Michael | Vice President, Director of Operations | 02/2005 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22