$37.2M Total AUM
$37.2M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
10 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-2016
- Office Locations
- 1
Office Locations
-- Estero FL
About TLP Financial Services, Inc.
TLP Financial Services, Inc. is a Estero-based RIA. The firm has been operating for 10 years. Managing $37.2M in total assets under management, with 1 advisory representatives. They custody assets with SEI.
Team overview
-- AVG AGE
$37.2M AVG AUM / ADVISOR
$886.1K AVG AUM / CLIENT
7.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
THOMAS L PATRICCA
Chief Compliance Officer, President
- CRD
- #2116834
- Ownership
- 75% or more
Available
Available
Available
C
CHRISTINE N. PATRICCA
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,217,078 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,217,078 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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