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TA ASSOCIATES

BOSTON, MA · CRD 156699 · IAPD ↗ · ta.com · 617-574-6700

$55.07BRegulatory AUM
192Advisory reps
266Employees
0Clients
n/aPlanning clients
30Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

68
April 2024 — TA ASSOCIATES grew from 167 to 180 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.