TE ADVISORS LLC

Overview

TE Advisors LLC is a small, privately held investment adviser that provides portfolio management services to individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and runs discretionary portfolios. Its stated investment preference is equity-focused, with exchange-traded equities and mutual funds forming the backbone of client portfolios. TE Advisors is not an active ESG investor and does not position itself as a pension consultant or related adviser. The firm lists a broker-dealer affiliation among its industry ties. Although the adviser operates with very limited assets under management, its business activity is straightforward: direct portfolio management for individual and family clients. The firm’s registration data indicates it is organized as a limited liability company and reports owner type as a domestic entity/individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices