TA REALTY LLC

One Federal Street, 17th Floor
Boston, Massachusetts 02110
Tel: (617) 476-2700

About TA REALTY LLC

TA REALTY LLC, formally registered with the SEC as TA REALTY LLC. The firm was established in 04/11/2000. They have over 3 offices throughout the country.

TA REALTY LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,112,428,492 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 131 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108586
SEC#	801-57460
Assets Managed by Firm	$2,112,428,492
No. of Clients	3
No. of Advisors	131

Fee Structure

A percentage of AUM
Performance Based
Other (% OF CLIENT INCOME OR CAPITAL CONTRIBUTED;TRANSACTION BASED FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ADVICE ON THE SELECTION, ACQUISITION/DEVELOPMENT, MANAGEMENT AND DISPOSITION OF REAL ESTATE ASSETS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$2,112,428,492

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