Tvamp, LLC

RIASEC RegisteredEst. 2015

Total AUM

$1.2B

Discretionary

$1.2B

99% of AUM

Avg account

$234K

Accounts

5,057

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 160321
Registered since: May 18, 2015
Website: www.tvamp.net
Custodians: LPL FINANCIAL LLC, 1945 NORTHWESTERN DRIVE
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.24%
Individuals38.11%
Pension & Profit Sharing Plans0.96%
Corporations / Businesses0.54%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tvamp, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides a mix of ongoing portfolio management and planning services alongside business activities as an insurance broker and accountant. Its advisory services extend to financial planning, discretionary portfolio management for individuals and small businesses, institutional and business portfolio management, pension consulting support, manager selection, and investor education through publications and seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Tvamp is not an ESG-focused manager and is not registered as a multistate or newly formed adviser. The firm also identifies as a selector of other advisers, consistent with its role allocating to third-party managers.