TPK Advisors LLC
Firm details
- Headquarters
- Edgewater, New Jersey
- CRD number
- 152633
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.48%
- Individuals14.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
TPK Advisors LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm provides portfolio management for individuals, families and small business clients, charging clients on a percentage-of-AUM basis and with options for fixed fees. TPK does not position itself as a capital allocator and does not identify as an active ESG investor. The adviser operates on a single-state basis rather than as a multi-state adviser.
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 Equities85%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds5%
Contacts
1 of 1
Alan Kotaev
PresidentCRD 5188851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edgewater, NJ
Bergen
Location
Edgewater, NJ
Headquartered in Edgewater, NJ, 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
- Bergen
- Address
- 725 River Rd
- Time zone
- ET (UTC-5)
- Office locations
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