LSA Tpm, LLC
Firm details
- Headquarters
- Lee's Summit, Missouri
- CRD number
- 150059
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
LSA Tpm, LLC is a small, institutionally focused RIA organized as an LLC and owned by an individual. The firm bills on a percentage-of-AUM basis and lists portfolio management for businesses and institutions among its advisory activities; pension consulting services are also recorded among its advisory activities. It does not present itself as an active ESG investor, is not designated a multi-state adviser, and is not described as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
James Kasper
PresidentCRD 4897585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lee's Summit, MO
Jackson
Location
Lee's Summit, MO
Headquartered in Lee's Summit, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 211 Nw Executive Way
- Time zone
- CT (UTC-6)
- Office locations
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