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Tmfs Rochester, LLC (Rochester)


Tmfs Rochester, LLC is a large advisory firm based in Rochester. It manages $27 million of regulatory assets for 423 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New York and Texas.

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Tmfs Rochester 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.

Tmfs Rochester: assets under management

The assets under management (AUM) of Tmfs Rochester, LLC is $27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2600% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.83 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Rochester, 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 Rochester

The principal office where Tmfs Rochester, LLC performs its advisory services is located at 1910 Monroe Ave., Rochester, NY 14618, 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 585-244-3000 or by fax 585-244-8249. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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