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TIAA KASPICK, LLC
BOSTON, MA
650-585-4100
SEC #801-28179Total AUM
$8.7B
Employees
115Clients
155Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 FEDERAL ST.
19TH FLOOR
BOSTON
MA 02110-1313
United States
19TH FLOOR
BOSTON
MA 02110-1313
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
650-585-4100
Other Offices
3
Financials
Total AUM
$8.7B
Accounts
6,140Discretionary
$8.7B
Accounts
6,135Non-Discretionary
$14.2M
Accounts
5
Clients
Individual Clients
15AUM
$113.6M
Charitable Organization Clients
139AUM
$8.2B
Government Entity Clients
1AUM
$378.5M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOCTDCILINMAMNMONCNHNYOHORPATXWA
Affiliates
Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.