Tsa Management Inc (Glen Head)

Name: Tsa Management Inc
Address: 725 Glen Cove Ave, Glen Head, NY, 11545
Telephone: 516-676-3332

Tsa Management Inc is a large advisory firm based in Glen Head. It manages $155.52 million of regulatory assets for 724 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 4 other states.

Tsa Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tsa Management: assets under management

The assets under management (AUM) of Tsa Management Inc is $155.52 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $114.57 million in discretionary accounts and $40.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $238.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $167.83 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tsa Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tsa Management Inc

Denis Joseph Moynihan has been acting as President since 1 Jul 2000. Halliday Financial Group joined the executive team most recently as the Holding Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rachel Holste Halliday	Shareholder	1 Oct 1999	Other	2381976
Andrew Walter Halliday	Officer	1 Oct 1999	Other	2308014
Sarah Tucker Halliday	Shareholder	1 Oct 1999	50% - 75%	4326329
Rachel Holste Pino	Shareholder	1 Oct 1999	Other	2381976
Denis Joseph Moynihan	President	1 Jul 2000	Other	1403476
Sean Shahriar Mohammadi	Shareholder	1 Jul 2000	Other	1837658
Dean Charles Dimaggio	Shareholder	1 Jul 2000	Other	1361857
Rachel Holste Pino	Chief compliance officer	1 Sep 2004	Other	2381976
Halliday Financial Group	Holding company	1 Jan 2010	75% - 100%	26-4457439

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rachel Holste Pino	Holding company	1 Jan 1999	25% - 50%	2381976
Andrew Walter Halliday	Holding corporation	1 Jan 2010	25% - 50%	2308014
Denis Joseph Moynihan	Holding corporation	1 Jan 2010	25% - 50%	1403476
Sarah Tucker Halliday	Holding corporation	1 Jan 2010	25% - 50%	4326329
Sean Shahriar Mohammadi	Holding corporation	1 Jan 2010	25% - 50%	1837658

Based in Glen Head

The principal office where Tsa Management Inc performs its advisory services is located at 725 Glen Cove Ave, Glen Head, NY 11545, which is also the mailing address of the firm. An additional office of the firm is in Cooperstown, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-676-3332 or by fax 516-676-3528. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.tsamanagement.com.