Tisch Investment Advisory Inc (Ann Arbor)

Name: Tisch Investment Advisory Inc
Address: 216 E Washington St, Ann Arbor, MI, 48104
Telephone: 734-994-1188

Tisch Investment Advisory Inc is a large advisory firm based in Ann Arbor. It manages $327.03 million of regulatory assets for 1,421 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 3 other states.

Tisch Investment Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tisch Investment Advisory: assets under management

The assets under management (AUM) of Tisch Investment Advisory Inc is $327.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 206% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $327.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $230.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tisch Investment Advisory Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Tisch Investment Advisory Inc

Robert Randolph Tisch has been acting as President since 1 Oct 1983. Rebecca P. Tisch joined the executive team most recently as the Corporate Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Randolph Tisch	President	1 Oct 1983	75% - 100%	447287
Rebecca P. Tisch	Corporate secretary	1 Jan 2007	Other	5311012
Robert Tisch Living Trust	Trustee	1 Jan 2007	75% - 100%	xxx-xx-xxxx

Based in Ann Arbor

The principal office where Tisch Investment Advisory Inc performs its advisory services is located at 216 E Washington St, Ann Arbor, MI 48104, 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 734-994-1188 or by fax 734-994-9014. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tischinc.com.