Tdc Group, Inc. (Beverly)

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.

Tdc Group: assets under management

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 firm manages $43.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.41 million each.

Fees & Commissions

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.

Careers at Tdc Group, Inc.

Bruce Alan Erikson has been acting as President since 1 Jun 1992. Bruce C. Corwin joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce C. Corwin	Cfo	1 Aug 1990	50% - 75%	4513571
Bruce Alan Erikson	President	1 Jun 1992	50% - 75%	4513568

Based in Beverly

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.