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 an institutional registered investment adviser operating as a limited liability company that serves primarily institutional clients. The firm is owned by an individual and charges fees as a percentage of assets under management. Its stated advisory activities focus on portfolio management for businesses and other institutions and on pension consulting services. LSA Tpm is not positioned as a capital allocator to third-party managers, and it does not self-identify as an active ESG investor or as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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%
Contacts
1 of 1
James Kasper
PresidentCRD 4897585
Wealth 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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