Tiaa-Cref Tuition Financing, Inc.

RIASEC RegisteredEst. 1999
Total AUM
$70.5B
Discretionary
$0
0% of AUM
Avg account
$7.8B
Accounts
9
Employees
65
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
108580
Registered since
September 10, 1999
Custodians
BANK OF NEW YORK MELLON CORP, NORTHERN TRUST SECURITIES, INC.
Fee structure
Other
Client types
  • State / Municipal Government100%

Firm profile

FINTRX

Overview

Tiaa-Cref Tuition Financing, Inc. is a corporate, institutional registered investment adviser that serves institutional clients and is registered as a municipal advisor. The firm has been SEC-registered since 1999 and operates under a fee structure categorized as "other." FINTRX characterizes it as a non–capital-allocator organization, meaning its primary business is advisory and municipal advisory services rather than acting principally as an allocator to external managers on behalf of other investors. The adviser is documented as having domestic ownership with individual involvement and holds several industry affiliations — including broker-dealer activity, other investment adviser relationships, CPO/CTA ties, banking/thrift and insurance connections, pension consulting, and roles as sponsor or managing member of pooled vehicles. The firm is not identified as an active ESG investor and is not a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Other 16%84%
  • Public Funds/Mutual Funds84%
  • Other16%

Contacts

3 of 5
  • Ross Abbott

    Ross Abbott

    Managing DirectorCRD 2756063

  • Christopher Lynch

    Christopher Lynch

    PresidentCRD 1985050

  • Colin Pierce

    Colin Pierce

    Senior Managing DirectorCRD 2618832

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
730 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth