Overview
Assets Under Management: $344 million
Headquarters: CHANDLER, AZ
High-Net-Worth Clients: 293
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 293
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.36
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 128240
Last Filing Date: 2024-03-29 00:00:00
Website: https://tfsformunis.com