Ta Realty LLC

Ta Realty LLC (CRD# 108586) is a financial advisory firm headquartered in Boston, MA. They manage $122,122,798 in 1 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $122,122,798
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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, FL, MA, TX

Financial Advisors at Ta Realty LLC
No Advisor Found.
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