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 organized as a corporation and operates as a non-independent retail registered investment adviser serving individual and family clients. The firm is owned by an individual and also functions as a registered representative of a broker‑dealer. Its advisory activity includes portfolio management for pooled investment vehicles, and its fee arrangement includes performance‑based fees. The firm does not present itself as a capital allocator, is not an active ESG investor, and does not identify as a multi‑state or pension consulting adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth