Investment adviser · CRD 319614
TSP FINANCIAL, LLC
Investment adviser filing (IA)
VERO BEACH, FL, United States · Form ADV filed Feb 8, 2023
- Regulatory AUM
- $1.35M Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 | Fewer than 5 | $1,079,867 | 80.1% |
| Individuals | Fewer than 5 | $268,151 | 19.9% |
Filing source
Form ADV 1705919 · Feb 8, 2023 · 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 8, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2150 15TH AVENUEVERO BEACH, FL, 32960, United States
CRD 319614
Filing source
Form ADV 1705919 · Feb 8, 2023 · 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.