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).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $844,604
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ, NY, TX

Financial Advisors at Ta Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Riyad M. Said
CRD#: 2206368
19581 Grandview Circle, Suite 200, Huntington Beach, CA 92648
100
Wealthminder
score

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.

2
Edward R. Levene
CRD#: 6628266
215 Fries Mill Road Ste B6, Turnersville, NJ 08012
88
Wealthminder
score

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.

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