TEP FINANCIAL SOLUTIONS LLC

TEP FINANCIAL SOLUTIONS LLC is an SEC-registered investment adviser (CRD 324653). Regulatory assets under management: $510K.

Registration

• CRD: 324653
• Type: Registered investment adviser
• Phone: 954-393-0310
• Latest filing: 2026-03-23
• Regulatory AUM: $510K
• Discretionary AUM: $510K
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324653 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search