TIAA KASPICK, LLC

70 Franklin Street
7th Floor
Boston, Massachusetts 02110-1313
Tel: 650-585-4100

About TIAA KASPICK, LLC

TIAA KASPICK, LLC, formally registered with the SEC as TIAA KASPICK, LLC. The firm was established in 10/23/1986. They have over 4 offices throughout the country.

TIAA KASPICK, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $8,094,997,934 assets under management, offering retirement planning & investment advisory services to 6140 clients. The firm is staffed with 115 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104554
SEC#	801-28179
Assets Managed by Firm	$8,094,997,934
No. of Clients	6140
No. of Advisors	115

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	6140	$8,094,997,934
Individuals (other than high net worth individuals)	20	$187,669,595
Charitable organizations	136	$7,623,034,299

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