TJ Directed SMA Account Type
 
天驕Minimum open request is $100,000 in Cash, Stocks, Mutual Funds and Bonds. Client may transfer securities in other brokerage
account to Separately Managed Account. We carry following account types:
 
    Individual A/C
    Joint A/C
    IRA, Roth IRA, (401)K Rollover
    Uniform Transfer to Minors ACT
    Simplified Employee Pension SEP IRA
    Savings Incentive Match Plan for Employees
    Partnership A/C
    Corp. / Non-Profit Corp. A/C
 
TJ Directed SMA Process