Overview
Assets Under Management: $1.7 billion
Headquarters: LINCROFT, NJ
High-Net-Worth Clients: 192
Average Client Assets: $361,412
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.00
Average High-Net-Worth Client Assets: $361,412
Total Client Accounts: 4,697
Discretionary Accounts: 4,398
Non-Discretionary Accounts: 299
Regulatory Filings
CRD Number: 20626
Filing ID: 1994760
Last Filing Date: 2025-05-30 14:41:00
Website: https://tfsweb.com