4801 West 110th Street
Suite 200
Overland Park, Kansas 66211
Tel: 913-648-5526
TFB ADVISORS, LLC, formally registered with the SEC as TFB ADVISORS, LLC. The firm was established in 07/21/2022. They have over 7 offices throughout the country.
TFB ADVISORS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $720,697,409 assets under management, offering retirement planning & investment advisory services to 2600 clients. The firm is staffed with 24 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321870 |
| SEC# | 801-126142 |
| Assets Managed by Firm | $720,697,409 |
| No. of Clients | 2600 |
| No. of Advisors | 24 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2600 | $720,697,409 |
| Individuals (other than high net worth individuals) | 1123 | $230,169,561 |
| High net worth individuals | 150 | $451,974,086 |
| Pension and profit sharing plans | 7 | $6,504,717 |
| Charitable organizations | 4 | $1,640,503 |
| Corporations or other businesses | 33 | $30,040,894 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 |
| $15,083,813,669 | 14421 | 68 | |
| $7,212,926,049 | 5032 | 40 |
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