Assets Under Management
$1.3B
Number of Clients
2,794
Number of Advisors
30
Average Client AUM
$460K
AUM per Advisor
$42.8M
Compensation
Fee-Only (AUM)
TSA Portfolio Management, founded in 1991, offers investment supervisory services through investment management programs, providing continuous advice and making investment decisions based on individual client needs. They manage accounts on a discretionary and non-discretionary basis, guided by client objectives and risk tolerance. Portfolios may include mutual funds, stocks, bonds, variable annuities, and ETFs.
725 Glen Cove Ave, Glen Head, NY, 11545