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- Custodian
- Charles Schwab & Company ยท SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2012
- Office Locations
- 1
Office Locations
About Tetley Investments, LLC
Tetley Investments is a founder-led investment advisory firm in Park Ridge, IL providing educated, disciplined portfolio management and planning support, including tax and retirement planning. The team primarily serves retail clients such as business owners, entrepreneurs and athletes, using ETF- and fund-based asset allocation with risk management and fixed income as needed. Clients get direct access to Phil Tetley and the team; custody includes Charles Schwab.
Team overview
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Owner & Executives
PHILIP PAUL TETLEY
Founder, Managing Member
- CRD
- #2403339
- Ownership
- 75% or more
IAN M KOS
VICE PRESIDENT
- CRD
- #6119885
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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PHILIP EUGENE TETLEY
Founder
- CRD
- #4891069
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,558,514 | $346,954 |
| Non-Discretionary | $18,299,301 | $963,121 |
| Total | $193,857,815 | $369,253 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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