Overview
Assets Under Management: $218 million
Headquarters: BETTENDORF, IA
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
TFP MANAGEMENT, LLC 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 #313543), TFP MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TFP MANAGEMENT, LLC is headquartered in BETTENDORF, IA.
TFP MANAGEMENT, LLC serves 50 high-net-worth clients according to their SEC filing dated April 29, 2025. View client details ↓
According to their SEC Form ADV, TFP MANAGEMENT, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TFP MANAGEMENT, LLC manages $218 million in client assets according to their SEC filing dated April 29, 2025.
According to their SEC Form ADV, TFP MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,434
Discretionary Accounts: 1,434
Regulatory Filings
CRD Number: 313543
Filing ID: 1983959
Last Filing Date: 2025-04-29 09:16:00
Website: https://truefp.biz