Ta Capital Management, LLC
Ta Capital Management, LLC (CRD# 169326) is a financial advisory firm headquartered in Turnersville, NJ. They manage $109,798,474 in 130 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management110MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$844,604
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NJ, NY, TX
Riyad Said (CRD# 2206368) is an Investment Advisor Representative working at Total Alignment Wealth Advisors, LLC and TA Capital Management, LLC in Orange County, CA and has over 24 years of experience in the finance industry.
Riyad and his team work with clients to develop and implement comprehensive wealth management strategies in order to build, manage, preserve and transfer wealth.
Riyad holds a Master's degree from Stanford University and a Bachelor's degree from Johns Hopkins University.
Edward Levene (CRD# 6628266) is an Investment Advisor Representative working at Ta Capital Management, LLC in Turnersville, NJ and has 1 year of experience in the finance industry.