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Building 2AMERICAN EXPRESS TBS INVESTMENT ADVISERS, INC.

Map pinNEW YORK, NY
Phone212-640-3770
NotebookSEC #801-62252
Total AUM
$27.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 WORLD FINANCIAL CENTER
200 VESEY STREET
NEW YORK
NY 10285
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-640-3770

ReceiptFinancials

Total AUM
$27.2M
Accounts
70
Discretionary
$27.2M
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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