TSN Management Inc.

RIASEC Registered
Total AUM
$200K
Discretionary
$200K
100% of AUM
Avg account
$100K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
300102
Fee structure
Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TSN Management Inc. is a small, privately owned corporate adviser that operates as a registered representative of a broker‑dealer while providing portfolio management for pooled investment vehicles. The firm serves individual and family clients and uses a performance‑based fee structure rather than a purely asset‑based advisory fee. It is not positioned as a multi‑state adviser, pension consultant, or capital allocator, and does not identify as an active ESG investor. The business appears focused on managing collective vehicles rather than running a broad advisory platform for many retail accounts. Industry affiliation is limited to broker‑dealer activities, and ownership is listed as individual rather than institutional.

Assets & Accounts

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: Other 65%, Exchange Traded Equities 30%, Cash & Cash Equivalents 5%65%
  • Other65%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Stephen Parker

    PresidentCRD 1246725

Wealth teams

FINTRX

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth