TRUEPOINT, INC.

TRUEPOINT, INC. of CINCINNATI, OH is an SEC-registered investment adviser (CRD 105664). Regulatory assets under management: $6.4B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (15)

NameRoleLocation
James Russell HadawayCHIEF COMPLIANCE OFFICER
Michael Jay ChasnoffCHIEF EXECUTIVE OFFICER; FOUNDER AND CHAIRMAN
John Stewart EvansSHAREHOLDER
Steven Thomas CondonCHIEF EXECUTIVE OFFICER & SHAREHOLDER; PRESIDENT
Scott Michael KellerCHIEF INFORMATION OFFICER & SHAREHOLDER; INVESTMENT SPECIALIST AND PRINCIPAL
CHASNOFF MICHAEL JAYCHIEF EXECUTIVE OFFICER; PRESIDENT
CARROLL JANEL ELIZABETHCHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER
EVANS JOHN STEWARTSHAREHOLDER
CONDON STEVEN THOMASPRESIDENT; SHAREHOLDER
WALKER JAMES CARROLLCHIEF COMPLIANCE OFFICER
BENTLEY THOMAS EDWARDSHAREHOLDER
KELLER DAVID MICHAELINVESTMENT SPECIALIST AND PRINCIPAL
CARROLL JANELCHIEF COMPLIANCE OFFICER
Meiksins Ian DisbrowCHIEF COMPLIANCE OFFICER
HADAWAY JAMES RUSSELLCHIEF COMPLIANCE OFFICER

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