Tri State Acquisition, Inc (East Liverpool)

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.

Tri State Acquisition: assets under management

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 firm manages $62.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.17 thousand each.

Fees & Commissions

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.

Careers at Tri State Acquisition, Inc

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..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Tri State 1st Banc	Parent corp.	1 Dec 2004	75% - 100%	34-1824708
Marc David Hoffrichter	President, ceo, director & cco	1 Dec 2004	Other	4473789
Kevin Anglemeyer	Secretary, treasurer	1 Dec 2004	Other	4905239
Charles Boyce Lang	Vice president, director	1 Dec 2004	Other	4905242
John Cincinnatus Thompson	Director	1 Dec 2004	Other	4905245
Stephen Wendell Cooper	Director	1 Dec 2004	Other	4905248
John Preston Scotford	Director	1 Dec 2004	Other	4905249

Based in East Liverpool

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.