Tpk Advisors LLC

Tpk Advisors LLC (CRD# 152633) is a financial advisory firm headquartered in Edgewater, NJ. They manage $21,918,024 in 59 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
725 River Road, Suite 32, #116, Edgewater, NJ 07020
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $371,492
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NJ, NY

Financial Advisors at Tpk Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan Kotaev, financial advisor Cliffside Park NJ
Alan S. Kotaev
CRD#: 5188851
Cliffside Park, NJ

Alan Kotaev (CRD# 5188851) is an Investment Advisor Representative working at Tpk Advisors LLC in Cliffside Park, NJ and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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