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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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