Overview
Assets Under Management: $487 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 137
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 982
Discretionary Accounts: 980
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 133191
Last Filing Date: 2024-10-24 00:00:00
Website: https://tfadvisors.com