AdvisorOS Directory
Claim Profile
Unclaimed Profile
KL

Kelly Ann Lundstrom

TIFF ADVISORY SERVICES, INC.·RADNOR, Pennsylvania
Clean recordTIFF ADVISORY SERVICES, INC.
170 N. RADNOR CHESTER RD, RADNOR, PA 19087CRD# 1706353Firm CRD# 34939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Ann Lundstrom · RADNOR, PA
Registration
CRD #1706353 · TIFF ADVISORY SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelly Ann Lundstrom is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with TIFF ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Kelly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kelly is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
TIFF ADVISORY SERVICES, LLC
AUM
$6.4B
Regulatory assets under management
Employees
68
Total firm employees
View all advisors at TIFF ADVISORY SERVICES, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: CARRIED INTEREST-CERTAIN PE VEHICLES
Regulatory
SEC/IARD CRD# 1706353
Firm CRD# 34939
View on FINRA BrokerCheck →

Looking for a financial advisor in RADNOR?

Browse all registered financial advisors in RADNOR, Pennsylvania or claim this profile if it's yours.

Browse RADNOR AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kelly Ann Lundstrom offer?
Kelly Ann Lundstrom specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Kelly Ann Lundstrom's credentials?
Kelly Ann Lundstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Ann Lundstrom located?
Kelly Ann Lundstrom is based in RADNOR, Pennsylvania, working with TIFF ADVISORY SERVICES, INC.. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Kelly Ann Lundstrom charge for services?
Kelly Ann Lundstrom's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: carried interest-certain pe vehicles. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIFF ADVISORY SERVICES, INC.?
TIFF ADVISORY SERVICES, INC. has approximately 68 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TIFF ADVISORY SERVICES, INC.

Neal Finley Triplett
RADNOR, PA
Richard Ward Slocum
RADNOR, PA
Robert Welles Durden
RADNOR, PA
Bola Nmn Olusanya
RADNOR, PA
Deborah Diane Boedicker
RADNOR, PA
Kim Yvonne Lew
RADNOR, PA

More Advisors in RADNOR, Pennsylvania

David M. Gadra
PROFESSIONAL FINANCIAL ADVISORS INC·RADNOR, PA
Stephen David Burton
CBRE CLARION SECURITIES LLC·RADNOR, PA
Jamie Burgener Ohl
LINCOLN INVESTMENT ADVISORS CORPORATION·RADNOR, PA
Jayson Reagan Bronchetti
LINCOLN FINANCIAL INVESTMENTS CORPORATION·RADNOR, PA
Paul Phillip Spurr
LINCOLN FINANCIAL INVESTMENTS CORPORATION·RADNOR, PA
Ronald Alan Holinsky
LINCOLN FINANCIAL INVESTMENTS CORPORATION·RADNOR, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)NEWTOWN (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile