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

More Retirement Planning firms in Boston, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Boston, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.