TIAS PLANNERS
Firm details
- Headquarters
- ANNAPOLIS, Maryland
- CRD number
- 122348
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tias Planners operates as an independent registered investment advisor (RIA) under the ownership of an individual. The firm focuses on providing financial planning services and portfolio management specifically for individuals and small businesses. With a client base primarily composed of individuals and families, Tias Planners employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees. The firm does not engage in capital allocation and is not recognized as an active ESG investor.
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 Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1STEVEN HAYS
PrincipalCRD 1350041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANNAPOLIS, MD
ANNE ARUNDEL
Location
ANNAPOLIS, MD
Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ANNE ARUNDEL
- Address
- 1153 Tyler Ave
- Time zone
- ET (UTC-5)
- Office locations
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