|
⚲
|
| Touchstone Advisors Inc
✚
|
|
|---|---|
| CRD # | 107028 |
| SEC # | 801-45963 |
| CIK # | |
| AUM | $29.1 B (2025-07-15) |
| Employees | 83 (17% Investors, 90% Brokers) |
| Phone | 513-362-8000 |
| Address | 303 Broadway Cincinnati, OH 45202-4203 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 41 | 29.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 29.1 |
| By Discretionary | ||
| Discretionary | 41 | 29.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41 | 29.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.1 | |
| Total | 41 | 29.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guidestone Capital Management LLC
✚
|
TX | 31.4 |
|
Lightspeed Management Company LLC
✚
|
CA | 31.2 |
|
Accel Management Co LLC
✚
|
CA | 31.1 |
|
Invesco Asset Management Deutschland GmbH
✚
|
31.0 | |
|
Fidelity Management & Research Hong Kong Limited
✚
|
29.2 | |
|
40/86 Advisors Inc
✚
|
IN | 29.2 |
|
EdgePoint Investment Group Inc
✚
|
28.8 | |
|
Alps Advisors Inc
✚
|
CO | 28.6 |
|
Sompo Asset Management Co Ltd
✚
|
27.9 | |
|
Twentyfour Asset Management LLP
✚
|
26.5 |