Tmfs Cleveland, Ohio LLC is a large advisory firm based in Avon. It manages $121.77 million of regulatory assets for 2,112 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and Ohio.
Tmfs Cleveland, Ohio provides financial planning services and portfolio management for individuals and small businesses. 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 Cleveland, Ohio LLC is $121.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 236% 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 Cleveland, Ohio LLC for their services and products based on a percentage of assets under management 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 Cleveland, Ohio LLC performs its advisory services is located at 36040 Detroit Road Ste. E, Avon, OH 44011, 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 440-934-6565 or by fax 440-934-8025. The normal business hours are 8:30am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.