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Tmfs Richmond,Va LLC (Glen Allen)


Tmfs Richmond,Va LLC is a large advisory firm based in Glen Allen. It manages $27.2 million of regulatory assets for 179 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Virginia.

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Tmfs Richmond,Va provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmfs Richmond,Va: assets under management

The assets under management (AUM) of Tmfs Richmond,Va LLC is $27.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1454% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Richmond,Va LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Glen Allen

The principal office where Tmfs Richmond,Va LLC performs its advisory services is located at 11541 Nuckols Road, Glen Allen, VA 23059, 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 804-523-4555 or by fax 804-523-4390. 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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