Tri State Acquisition, Inc is a large advisory firm based in East Liverpool. It manages $62.72 million of regulatory assets for 233 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Indiana and Ohio.
Tri State Acquisition provides portfolio management for individuals and small businesses. 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 Tri State Acquisition, Inc is $62.72 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tri State Acquisition, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Cincinnatus Thompson has been acting as President since 1 Dec 2004. Inc. Tri State 1st Banc joined the executive team most recently as the Parent Corp..
The principal office where Tri State Acquisition, Inc performs its advisory services is located at 1216 Forsyth Place, East Liverpool, OH 43920, 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 330.386.4452 or by fax 330.386.3434. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.