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TE ADVISORS LLC

CRD 336139File 801-132773
APPROVED
Retail clients
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11K
Bottom 25% of cohort (national)
Discretionary AUM
$11K
Clients
13
13 accounts
Employees
5
Bottom 25% of cohort in MA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
May 29, 2025
Principal office
1400 HANCOCK ST, QUINCY, MA, 02169
Phone
617-221-6545

Assets & accounts

ADV Item 5F
Total regulatory AUM
$11K
Discretionary AUM
$11K
Non-discretionary AUM
$0
Discretionary accounts
13
Non-discretionary accounts
0
Total accounts
13
AUM per client
$824

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)13$11K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.