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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