Trpc Advisory Services, Inc. is a large advisory firm based in Brentwood. It manages $316.08 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, Georgia, Louisiana, and 9 other states.
Trpc Advisory Services provides pension consulting services and educational seminars and workshops. 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 Trpc Advisory Services, Inc. is $316.08 million. The firm's AUM has grown by 66% 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 Trpc Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Mark Mccutcheon Skinner is pension and profit sharing plans with 121 clients and $316.08 million of assets under management. Among the 10 most similar advisory firms, Trpc Advisory Services has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $316.08 million for 121 clients. None of the firm’s clients are foreign persons or businesses.
Trpc Advisory Services doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark Mccutcheon Skinner has been acting as President since 1 Nov 2016. Inc. Usrp Holdings joined the executive team most recently as the Shareholder.
The principal office where Trpc Advisory Services, Inc. performs its advisory services is located at 5200 Maryland Way, Brentwood, TN 37027, which is also the mailing address of the firm. An additional office of the firm is in Dayton, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-515-4401 or by fax 615-515-4501. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at trpcweb.com and its LinkedIn profile.