TCWP is an investment advisor in ST. Petersburg with $726.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842483058
SEC advisor number
801-117226
FINRA CRD number
305145
AUM ?
$690.93 mm
(as of 28 Mar 23)
Accounts
2,346
(as of 28 Mar 23)
Employees
12
(12 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 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
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Jun 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22