← Back to searchVisit website
ADVICE AND PLANNING SERVICES
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CRD 20472 · SEC 801-63550
730 THIRD AVENUE, NEW YORK, NY, 10017-3206, United States
Phone
212-490-9000
Fax
800-914-8922
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$37.93B
Discretionary AUM
$37.93B
Team
1293 total employees; 1020 advisory reps; 35647 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; COMPENSATION FROM AFFILIATES
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25667 | $8.35B |
| High net worth individuals | 46802 | $29.56B |
| Charitable organizations | 14 | $6.2M |
| Corporations/business entities | 20 | $10.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD