Tdc Group, Inc. is a large advisory firm based in Beverly. It manages $43.25 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Massachusetts.
Tdc Group provides portfolio management for individuals and small businesses and security ratings or pricing 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 Group, Inc. is $43.25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tdc Group, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bruce Alan Erikson has been acting as President since 1 Jun 1992. Bruce C. Corwin joined the executive team most recently as the Cfo.
The principal office where Tdc Group, Inc. performs its advisory services is located at 886 Hale Street, Beverly, MA 01915, 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 978-922-4301 or by fax 978-927-5630. The normal business hours are 9:00am-5:00pm on Monday - Friday.