|
⚲
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| TS Bank
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|
|---|---|
| CRD # | 314571 |
| SEC # | 801-121322 |
| CIK # | 0001889227 |
| AUM | $86.3 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 800-991-5195 |
| Address | 15 E Main St Treynor, IA 51575 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Precious Metals Basket Trust | 2.3 | ||
| ZAIS Financial Corp | 1.7 | ||
| Apple Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 36.1 |
| (b) Individuals (high net worth individuals) | 20 | 50.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 320 | 86.3 |
| By Discretionary | ||
| Discretionary | 310 | 83.6 |
| Non-Discretionary | 10 | 2.7 |
| Total | 320 | 86.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 86.0 | |
| Total | 320 | 86.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001889227] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quint Wealth Management Inc
✚
|
NY | 0.1 |
|
Senior Tax Advisory Group Inc
✚
|
CO | 0.1 |
|
KJ Capital Management LLC
✚
|
0.1 | |
|
Point B Planning LLC
✚
|
NY | 0.1 |
|
Institutional Investment Advisors Corp
✚
|
NY | 0.1 |
|
Tekmen Wells LLC
✚
|
NY | 0.1 |
|
Onewelth Inc
✚
|
NY | 0.1 |
|
Ratson Advisory LLC
✚
|
NY | 0.1 |
|
Compass Investments LLC
✚
|
PA | 0.1 |
|
Circle N Advisors LLC
✚
|
NY | 0.1 |