T
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2025
- Office Locations
- 1
Office Locations
-- Derry NH
About T.s. Financial Planning
T.s. Financial Planning is a Derry-based RIA. The firm has been operating for 1 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$145.5K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
Theodore Edward Svirbly
Chief Compliance Officer, Financial Advisor
- CRD
- #6878087
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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