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Home > Retirement Planners > new jersey > sewell > TA CAPITAL MANAGEMENT, LLC
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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|---|---|---|---|
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