Tetley Investments, LLC
Firm details
- Headquarters
- Park Ridge, Illinois
- CRD number
- 164130
- Registered since
- June 11, 2021
- Website
- tetleyinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI56.78%
- Individuals43.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tetley Investments, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines an asset-based percentage and hourly charges. According to regulatory disclosures, Tetley is not positioned as a capital allocator and does not report active ESG investing or multi-state advisory operations.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds24%
- US Government Bonds7%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 3
Ian Kos
Vice PresidentCRD 6119885
Philip Tetley
MemberCRD 4891069
Philip Tetley
Co-Founder & Portfolio ManagerCRD 2403339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Park Ridge, IL
Cook
Location
Park Ridge, IL
Headquartered in Park Ridge, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 444 N Northwest Hwy
- Time zone
- CT (UTC-6)
- Office locations
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