TEP Financial Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 324653
- Website
- tepfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
TEP Financial Solutions LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and bills clients on a percentage-of-AUM basis. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, selecting other advisers, and delivering educational seminars or workshops. TEP describes itself as a capital allocator and maintains an industry affiliation with an accountant. The firm does not identify as an ESG investor and appears focused on traditional wealth-management services rather than pension or multi-state institutional consulting.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities67%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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