TA CAPITAL MANAGEMENT, LLC

123 Egg Harbor Rd Unit 506
Sewell, New Jersey 08080
Tel: 6462905660

About TA CAPITAL MANAGEMENT, LLC

TA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TA CAPITAL MANAGEMENT, LLC. The firm was established in 11/08/2013. They have over 1 offices throughout the country.

TA CAPITAL MANAGEMENT, LLC is a Sewell, New Jersey based Financial Planning firm with nearly $302,593,737 assets under management, offering retirement planning & investment advisory services to 261 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169326
SEC#	801-78797
Assets Managed by Firm	$302,593,737
No. of Clients	261
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	261	$302,593,737
Individuals (other than high net worth individuals)	38	$5,575,376
High net worth individuals	52	$280,831,233
Charitable organizations	7	$16,187,128

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