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Tsai & Tsai Investments, Inc. (New York)


Tsai & Tsai Investments, Inc. is a related adviser based in New York. It manages $9.4 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2002.

Tsai & Tsai Investments 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 pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tsai & Tsai Investments: assets under management

The assets under management (AUM) of Tsai & Tsai Investments, Inc. is $9.4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $9.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $939.96 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tsai & Tsai Investments, Inc. 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 New York

The principal office where Tsai & Tsai Investments, Inc. performs its advisory services is located at 237 Park Avenue, 21 St Floor, New York, NY 10017, 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 212-551-1751 or by fax 212-898-0381. The normal business hours are 8:30am - 5:30pm eastern time on Monday - Friday.


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