T
$119.0M Total AUM
$109.0M Disc. AUM
13.7% 3Y CAGR
1 Employees
11 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2020
- Office Locations
- 1
Office Locations
-- NEW York NY
About TCN Private Wealth Management LLC
TCN Private Wealth Management LLC is a NEW York-based RIA. The firm has been operating for 5 years. Managing $119.0M in total assets under management, with 1 advisory representatives. They custody assets with UBS.
Team overview
-- AVG AGE
$119.0M AVG AUM / ADVISOR
$10.8M AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
T
TIMOTHY CHARLES NEALE
Chief Compliance Officer, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,958,754 | $5,447,938 |
| Non-Discretionary | $9,996,745 | $4,998,373 |
| Total | $118,955,499 | $5,407,068 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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