TSN Management Inc.
RIAState 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other65%
- Exchange Traded Equities30%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations