Tdc St. Louis, LLC is a large advisory firm based in Phoenix. It manages $42.83 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, District of Columbia, Florida, and 5 other states.
Tdc St. Louis provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tdc St. Louis, LLC is $42.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tdc St. Louis, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Tdc St. Louis, LLC performs its advisory services is located at 2400 E. Arizona Biltmore Circle, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-880-9999 or by fax 314-880-9997. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.tdcstl.com.