Investment adviser · CRD 157184
TP INVESTMENT ADVISORY SERVICES, LLC
Investment adviser filing (IA)
· Form ADV filed Feb 21, 2012
- Regulatory AUM
- $42M Form ADV · Item 5.F
- Client accounts
- 146 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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 21, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Subscription · Fixed
Principal office
CRD 157184
Filing source
Form ADV 613342 · Feb 21, 2012 · 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.