Overview
Assets Under Management: $15.8 billion
Headquarters: OMAHA, NE
High-Net-Worth Clients: 7,793
Average Client Assets: $0.5 million
Frequently Asked Questions
TD AMERITRADE INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111514), TD AMERITRADE INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TD AMERITRADE INVESTMENT MANAGEMENT, LLC is headquartered in OMAHA, NE.
TD AMERITRADE INVESTMENT MANAGEMENT, LLC serves 7,793 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, TD AMERITRADE INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TD AMERITRADE INVESTMENT MANAGEMENT, LLC manages $15.8 billion in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, TD AMERITRADE INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7,793
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.61%
Average Client Assets: $0.5 million
Total Client Accounts: 101,875
Discretionary Accounts: 101,875
Regulatory Filings
CRD Number: 111514
Filing ID: 1736754
Last Filing Date: 2023-03-31 13:11:00