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TSA MANAGEMENT INC
TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
CRD 106440 · SEC 801-41423
725 GLEN COVE AVE, GLEN HEAD, NY, 11545, United States
Phone
516-676-3332
Fax
516-676-3528
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.48B
Discretionary AUM
$1.42B
Team
32 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2182 | $651.9M |
| High net worth individuals | 384 | $827.2M |
States served
VT, AK, CA, CO, GA, IL, LA, MD, MA, NE, NV, NJ, NM, NY, NC, PA, RI, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD