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Lsa Tpm, LLC (Lee's Summit)


Lsa Tpm, LLC is a related adviser based in Lee's Summit. It manages $683.16 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009.

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

Lsa Tpm: assets under management

The assets under management (AUM) of Lsa Tpm, LLC is $683.16 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $683.16 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $227.72 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lsa Tpm, LLC 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.

Based in Lee's Summit

The principal office where Lsa Tpm, LLC performs its advisory services is located at 211 A Nw Executive Way, Lee's Summit, MO 64063, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-581-5724 or by fax 816-246-1851. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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