TSN Management Inc.

RIASEC Registered
Total AUM
$200K
Discretionary
$200K
100% of AUM
Avg account
$100K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
300102
Fee structure
Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TSN Management Inc. is a small, corporate-structured registered investment adviser operating as a non-independent retail RIA. The firm serves individual and family clients and maintains an affiliation with a broker-dealer — its principals act as registered representatives — which likely affects product access and distribution. Advisory activity noted in filings includes portfolio management for pooled investment vehicles, and the firm charges performance-based fees in at least some engagements. TSN is not positioned as an ESG investor, is not a multi-state adviser, and is not organized as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 65%, Exchange Traded Equities 30%, Cash & Cash Equivalents 5%65%
  • Other65%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Stephen Parker

    PresidentCRD 1246725

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth