LSA Tpm, LLC
Firm details
- Headquarters
- Lee's Summit, Missouri
- CRD number
- 150059
- Custodians
- CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
- 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 Missouri-registered limited liability company that operates as an institutional registered investment adviser. Ownership is held by an individual and the firm focuses on institutional clients, delivering advisory services on a percentage-of-AUM fee basis. Filings identify the firm’s advisory activities as portfolio management for businesses or institutions and pension consulting services. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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