Tweddell Goldberg, LLC
CRD 141634SEC# 801-81194
No longer SEC-registered. Tweddell Goldberg, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$93.6M
Employees
2
Accounts
271
Location
—
Tweddell Goldberg, LLC assets under management
Tweddell Goldberg, LLC operates as an SEC-registered investment adviser. It reports $93.6 million in regulatory assets under management and employs 2 people.
Tweddell Goldberg, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jerold (n) Tweddell Control | Ceo, Member, Chief Compliance Officer | 50-75% | 2006 |
| Peter Gibbs Kendall Control | President And Member | 50-75% | 2024 |
Frequently asked questions
How much does Tweddell Goldberg, LLC manage?
Tweddell Goldberg, LLC reports $93.6 million in regulatory assets under management on its Form ADV.
How many employees does Tweddell Goldberg, LLC have?
Tweddell Goldberg, LLC reports 2 employees.
Does Tweddell Goldberg, LLC disclose fund performance?
Tweddell Goldberg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$93.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$93.6Mregulatory AUM
Discretionary $44.9MNon-discretionary $48.7M