Overview
Assets Under Management: $8.5 billion
Headquarters: BOSTON, MA
Frequently Asked Questions
TIAA KASPICK, 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 #104554), TIAA KASPICK, LLC is subject to fiduciary duty under federal law.
TIAA KASPICK, LLC is headquartered in BOSTON, MA.
According to their SEC Form ADV, TIAA KASPICK, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TIAA KASPICK, LLC manages $8.5 billion in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, TIAA KASPICK, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 6,169
Discretionary Accounts: 6,163
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 104554
Filing ID: 1950322
Last Filing Date: 2025-03-18 14:43:00
Website: https://tiaa.org