Overview
Assets Under Management: $194 million
Headquarters: PARK RIDGE, IL
High-Net-Worth Clients: 118
Average Client Assets: $0.9 million
Frequently Asked Questions
TETLEY INVESTMENTS, 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 #164130), TETLEY INVESTMENTS, LLC is subject to fiduciary duty under federal law.
TETLEY INVESTMENTS, LLC is headquartered in PARK RIDGE, IL.
TETLEY INVESTMENTS, LLC serves 118 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, TETLEY INVESTMENTS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TETLEY INVESTMENTS, LLC manages $194 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, TETLEY INVESTMENTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.78%
Average Client Assets: $0.9 million
Total Client Accounts: 525
Discretionary Accounts: 506
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 164130
Filing ID: 2052930
Last Filing Date: 2026-03-02 09:37:15