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Tampa Asset Management, LLC (Lutz)


Tampa Asset Management, LLC is a large advisory firm based in Lutz. It manages $120.57 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and Texas.

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Tampa Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tampa Asset Management: assets under management

The assets under management (AUM) of Tampa Asset Management, LLC is $120.57 million. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $115.59 million in discretionary accounts and $4.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $493.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $383.48 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tampa Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lutz

The principal office where Tampa Asset Management, LLC performs its advisory services is located at 16021 N. Florida Ave., Lutz, FL 33549, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (813) 675-8011 or by fax (813) 675-8016. The normal business hours are 9am - 4:30pm on Monday - Friday. You can find more information about the New York firm at tampaasset.com.


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