American Express Tbs Investment Advisers, Inc. is a large advisory firm based in New York. It manages $27.21 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.
American Express Tbs Investment Advisers provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American Express Tbs Investment Advisers, Inc. is $27.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay American Express Tbs Investment Advisers, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where American Express Tbs Investment Advisers, Inc. performs its advisory services is located at 3 World Financial Center, New York, NY 10285, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-640-3770 or by fax 212-640-2430. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.americanexpress.com/tbs.