$10.7K Total AUM
$10.7K Disc. AUM
-- 3Y CAGR
5 Employees
13 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
1400 Hancock ST Quincy MA
About TE Advisors LLC
TE Advisors LLC is a Quincy-based RIA. The firm has been operating for 2 years. Managing $10.7K in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$5.4K AVG AUM / ADVISOR
$824 AVG AUM / CLIENT
1.7 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
PATTI SUE ALMANZA
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
S
SHAWN PIERRE HOCKADAY
CHIEF OPERATING OFFICER
- CRD
- #2882891
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,715 | $824 |
| Non-Discretionary | $0 | -- |
| Total | $10,715 | $824 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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