Truepoint Inc
Legal Name: TRUEPOINT, INC.
Full Contact Details
Truepoint Inc
4901 HUNT ROAD, SUITE 200, CINCINNATI, OH
513-792-6648
513-792-6644
Other Info
TRUEPOINT, INC. is an Ohio-based corporation that employs 63 people, 25 of whom work in advisory roles. Although the number of clients served by the firm is unknown, its SEC status is listed as Approved, and it was registered on October 25th, 1985.
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Fee-only wealth management firm based in Cincinnati, OH. Helping clients achieve financial peace of mind since 1990. Speak with an advisor today.
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Direct Owners
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JAMES RUSSELL HADAWAY
CHIEF COMPLIANCE OFFICER owns less than 5%
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JANEL ELIZABETH CARROLL
CHIEF OPERATING OFFICER owns less than 5%
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JOHN STEWART EVANS
SHAREHOLDER owns more than 5% but less than 10%
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MICHAEL JAY CHASNOFF
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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STEVEN THOMAS CONDON
PRESIDENT owns more than 10% but less than 25%
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SCOTT MICHAEL KELLER
INVESTMENT SPECIALIST AND PRINCIPAL owns more than 5% but less than 10%