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Charles Alan Korthals

TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC·BOSTON, Massachusetts
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC
70 FRANKLIN STREET, BOSTON, MA 02110-1313CRD# 4296158Firm CRD# 104554

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Alan Korthals · BOSTON, MA
Registration
CRD #4296158 · TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Charles Alan Korthals is a registered financial advisor based in BOSTON, Massachusetts, affiliated with TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TIAA KASPICK, LLC
TIAA KASPICK, LLC
AUM
$8.1B
Regulatory assets under management
Employees
115
Total firm employees
View all advisors at TIAA KASPICK, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4296158
Firm CRD# 104554
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Alan Korthals offer?
Charles Alan Korthals specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Charles Alan Korthals's credentials?
Charles Alan Korthals is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Alan Korthals located?
Charles Alan Korthals is based in BOSTON, Massachusetts, working with TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Charles Alan Korthals charge for services?
Charles Alan Korthals's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC?
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC has approximately 115 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Damon Whelchel
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