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TIGEROAK MANAGEMENT, LLC
TIGEROAK MANAGEMENT, LLC
HS WEALTH PARTNERS
ALBUQUERQUE, New Mexico
·
3 registered advisors
·
CRD# 330640
SEC# 801-129998
2
(505) 361-2223
01
Firm Overview
AUM
$367M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at TIGEROAK MANAGEMENT, LLC
3 registered advisors
Anthony Drew Steffan
ALBUQUERQUE, New Mexico
CRD# 2404745
Joshalyn Rae Baca
ALBUQUERQUE, New Mexico
CRD# 4043144
Pete D Henderson
ALBUQUERQUE, New Mexico
CRD# 2301206
05
Office Locations
ALBUQUERQUE, New Mexico
3 advisors
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Data sourced from SEC Form ADV filings. TIGEROAK MANAGEMENT, LLC (CRD# 330640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.