Investment adviser · CRD 135391
TELARRAY, LLC
Investment adviser filing (IA)
MEMPHIS, TN, United States · Form ADV filed Jun 21, 2022
- Regulatory AUM
- $1.12B Form ADV · Item 5.F
- Client accounts
- 657 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 258 | $991,366,516 | 88.7% |
| Individuals | 393 | $116,514,389 | 10.4% |
| Retirement plans | Fewer than 5 | $7,787,553 | 0.7% |
| Corporations & businesses | Fewer than 5 | $1,807,255 | 0.2% |
| Charities | Fewer than 5 | $470 | 0.0% |
Filing source
Form ADV 1659501 · Jun 21, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 21, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
700 COLONIAL RD, SUITE 120MEMPHIS, TN, 38117-5191, United States
CRD 135391
Filing source
Form ADV 1659501 · Jun 21, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.