Overview
Assets Under Management: $161 million
Headquarters: EDMONDS, WA
High-Net-Worth Clients: 65
Average Client Assets: $1.8 million
Frequently Asked Questions
TFS ADVISORS, 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 #167653), TFS ADVISORS, LLC is subject to fiduciary duty under federal law.
TFS ADVISORS, LLC is headquartered in EDMONDS, WA.
TFS ADVISORS, LLC serves 65 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, TFS ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TFS ADVISORS, LLC manages $161 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, TFS ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.99%
Average Client Assets: $1.8 million
Total Client Accounts: 426
Discretionary Accounts: 276
Non-Discretionary Accounts: 150
Regulatory Filings
CRD Number: 167653
Filing ID: 2051401
Last Filing Date: 2026-03-05 17:35:39