Ta Capital Management, LLC

Ta Capital Management, LLC (CRD# 169326) is a financial advisory firm headquartered in Turnersville, NJ. They manage $302,593,737 in 261 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
215 Fries Mill Road Ste B6, Turnersville, NJ 08012
http://tacapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $1,159,363
Compensation Options
  • A percentage of assets under your management
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.

CA, NJ, NY, TX

Financial Advisors at Ta Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Levene, financial advisor Turnersville NJ
Edward R. Levene
CRD#: 6628266
215 Fries Mill Road Ste B6, Turnersville, NJ 08012

Edward Levene (CRD# 6628266) is an Investment Advisor Representative working at Ta Capital Management, LLC in Turnersville, NJ and has over 7 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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