Investment adviser · CRD 290120
TIAA ADVISORY, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Feb 19, 2020
- Employees
- 2 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| Individuals | Fewer than 5 | $0 | Not reported |
| High-net-worth individuals | Fewer than 5 | $0 | Not reported |
| Banks & thrifts | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1381073 · Feb 19, 2020 · 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: Feb 19, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
730 THIRD AVENUENEW YORK, NY, 10017, United States
CRD 290120
Filing source
Form ADV 1381073 · Feb 19, 2020 · 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.