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TA ASSOCIATES
200 Clarendon Street
56th Floor
Boston, Massachusetts 02116
Tel: 617-574-6700
About TA ASSOCIATES
TA ASSOCIATES, formally registered with the SEC as TA ASSOCIATES. The firm was established in 03/30/2012. They have over 3 offices throughout the country.
TA ASSOCIATES is a Boston, Massachusetts based Financial Planning firm with nearly $59,600,923,930 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 249 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156699 |
| SEC# | 801-74026 |
| Assets Managed by Firm | $59,600,923,930 |
| No. of Clients | 26 |
| No. of Advisors | 249 |
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 26 | $59,600,923,930 |
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