Tmfs Raleigh LLC is an adviser based in Raleigh. It manages $750 thousand of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2007.
Tmfs Raleigh provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tmfs Raleigh LLC is $750 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tmfs Raleigh 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.
The principal office where Tmfs Raleigh LLC performs its advisory services is located at 7990 Arco Corporate Drive Suite 113, Raleigh, NC 27617, 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 919-405-3800 or by fax 919-405-2427. The normal business hours are m-f 8-5 sat 9-12 on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.