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| Happy Holidays!! thanks for using AUM13F!! |
| TSA Portfolio Management Inc FKA TSA Management Inc
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| CRD # | 106440 |
| SEC # | 801-41423 |
| CIK # | |
| AUM | $1.3 B (2025-03-21) |
| Employees | 33 (15% Investors, 94% Brokers) |
| Phone | 516-676-3332 |
| Address | 725 Glen Cove Ave Glen Head, NY 11545 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,317 | 611.6 |
| (b) Individuals (high net worth individuals) | 477 | 673.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,064 | 1,284.7 |
| By Discretionary | ||
| Discretionary | 3,964 | 1,258.4 |
| Non-Discretionary | 100 | 26.3 |
| Total | 4,064 | 1,284.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,284.7 | |
| Total | 4,064 | 1,284.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
D'Orazio & Associates Inc
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|
VA | 1.3 |
|
Private Advisory Group LLC
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|
WA | 1.3 |
|
Ancora Retirement Plan Advisors LLC
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|
OH | 1.3 |
|
Asset Advisors Investment Management LLC
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|
GA | 1.3 |
|
Planning Alternatives Ltd
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|
MI | 1.3 |
|
One Way Holdings LLC
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|
TX | 1.3 |
|
CS Planning Corp
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|
OR | 1.3 |
|
Baldwin Investment Management LLC
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|
PA | 1.2 |
|
Alterna Wealth Management Inc
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|
TX | 1.2 |
|
Financial Plan Inc
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|
WA | 1.2 |