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
6

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 advisory entity that serves institutional clients and is registered as a municipal advisor. The firm’s public filings indicate a focus on non‑discretionary advisory relationships: it provides guidance and structuring for institutional mandates while clients retain final trading or execution authority. The advisory footprint leans heavily toward pooled public funds and mutual fund solutions rather than direct, discretionary security selection. The firm is not flagged as an active ESG investor and operates under a fee structure described as “other.” Filings also show a broad set of industry affiliations — including broker‑dealer, other investment adviser, CPO/CTA, banking or thrift institution, insurance company, pension consultant and sponsor/GP of pooled investment vehicles — which signals capabilities beyond straightforward municipal advice: they can work with transactional counterparties, participate in pooled vehicles, and engage with institutional distribution and custody ecosystems.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

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

Contacts

3 of 6
  • Ross Abbott

    Managing DirectorCRD 2756063

  • Bradley Finkle

    Executive Vice PresidentCRD 2663338

  • CHRISTOPHER LYNCH

    PresidentCRD 1985050

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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