We are T2 Asset Management, LLC, an investment adviser registered with the Securities and Exchange Commission. Investment advisory and brokerage services and fees differ, and it is important for you to understand the differences.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Our firm and financial professionals’ registration information are also publicly available on the Investor.gov website.
You can find additional information about our investment advisory services at Investor.gov/CRS. You may also request a printed copy of this Relationship Summary by contacting us at 888-354-8499 or via email to firstname.lastname@example.org.
Your T2 Asset Management financial advisor will be your primary point of contact. However, administrative requests may be handled by an administrative assistant or client service professional.
Certain of our professionals are associated with Purshe Kaplan & Sterling Investments, a FINRA registered broker-dealer. All investment professionals are licensed with T2 Asset Management as investment adviser representatives.
In the event you have issues to be addressed, you may contact Mr. Ken Tomko at 888-354-8499 or via email to email@example.com.