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Isao Lee Shoji

TSG ADVICE PARTNERS, LLC·COLUMBUS, Ohio
Unclaimed Profile
349 W NATIONWIDE BLVD, COLUMBUS, OH 43215CRD# 5133809Firm CRD# 305999
01

About

Isao Lee Shoji is a registered financial advisor based in COLUMBUS, Ohio, affiliated with TSG ADVICE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TSG ADVICE PARTNERS, LLC
TSG ADVICE PARTNERS, LLC
AUM
$613M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at TSG ADVICE PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5133809
Firm CRD# 305999
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Isao Lee Shoji offer?
Isao Lee Shoji specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Isao Lee Shoji's credentials?
Isao Lee Shoji is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Isao Lee Shoji located?
Isao Lee Shoji is based in COLUMBUS, Ohio, working with TSG ADVICE PARTNERS, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Isao Lee Shoji charge for services?
Isao Lee Shoji's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TSG ADVICE PARTNERS, LLC?
TSG ADVICE PARTNERS, LLC has approximately 12 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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