Overview
Assets Under Management: $123 million
Headquarters: MARGATE CITY, NJ
High-Net-Worth Clients: 37
Average Client Assets: $2.5 million
Frequently Asked Questions
TC FINANCIAL MANAGEMENT, CO INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128967), TC FINANCIAL MANAGEMENT, CO INC. is subject to fiduciary duty under federal law.
TC FINANCIAL MANAGEMENT, CO INC. is headquartered in MARGATE CITY, NJ.
TC FINANCIAL MANAGEMENT, CO INC. serves 37 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, TC FINANCIAL MANAGEMENT, CO INC. offers financial planning and portfolio management for individuals. View all service details ↓
TC FINANCIAL MANAGEMENT, CO INC. manages $123 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, TC FINANCIAL MANAGEMENT, CO INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.02%
Average Client Assets: $2.5 million
Total Client Accounts: 366
Discretionary Accounts: 366
Regulatory Filings
CRD Number: 128967
Filing ID: 2041744
Last Filing Date: 2026-01-29 16:08:04