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TIAA KASPICK, LLC
CRD 104554 · SEC 801-28179
100 FEDERAL ST., 19TH FLOOR, BOSTON, MA, 02110-1313, United States
Phone
650-585-4100
Fax
650-595-1080
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.74B
Discretionary AUM
$8.72B
Team
115 total employees; 16 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $113.6M |
| Charitable organizations | 139 | $8.25B |
States served
CA, CO, DC, IL, IN, MA, MN, NY, NC, OH, OR, PA, MO, WA, TX, NH, CT
All web addresses on file
Official SEC filing: View on IAPD