Tsa Management Inc (Glen Head)
Tsa Management Inc is a large advisory firm based in Glen Head. It manages $155.52 million of regulatory assets for 724 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 4 other states.
Tsa Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Tsa Management: assets under management
The assets under management (AUM) of Tsa Management Inc is $155.52 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Tsa Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Tsa Management Inc
Denis Joseph Moynihan has been acting as President since 1 Jul 2000. Halliday Financial Group joined the executive team most recently as the Holding Company.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Glen Head
The principal office where Tsa Management Inc performs its advisory services is located at 725 Glen Cove Ave, Glen Head, NY 11545, which is also the mailing address of the firm. An additional office of the firm is in Cooperstown, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-676-3332 or by fax 516-676-3528. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.tsamanagement.com.
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