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Tp Investment Advisory Services, LLC (Wayne)


Tp Investment Advisory Services, LLC is an adviser based in Wayne. It manages $42 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Pennsylvania.




Tp Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tp Investment Advisory Services: assets under management

The assets under management (AUM) of Tp Investment Advisory Services, LLC is $42 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24 million in discretionary accounts and $18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tp Investment Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, 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.

Based in Wayne

The principal office where Tp Investment Advisory Services, LLC performs its advisory services is located at 1053 Croton Rd, Wayne, PA 19807, which is also the mailing address of the firm. An additional office of the firm is in King Of Prussia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-254-0451 or by fax 484-580-8482. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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