TFP MANAGEMENT, LLC

3475 Utica Ridge Road
Bettendorf, Iowa 52722
Tel: 563-359-8783

About TFP MANAGEMENT, LLC

TFP MANAGEMENT, LLC, formally registered with the SEC as TFP MANAGEMENT, LLC. The firm was established in 05/17/2021. They have over 1 offices throughout the country.

TFP MANAGEMENT, LLC is a Bettendorf, Iowa based Financial Planning firm with nearly $208,707,000 assets under management, offering retirement planning & investment advisory services to 1355 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313543
SEC#	801-121243
Assets Managed by Firm	$208,707,000
No. of Clients	1355
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1355	$208,707,000
Individuals (other than high net worth individuals)	798	$160,557,617
High net worth individuals	32	$48,149,383

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