TFC FINANCIAL MANAGEMENT INC

260 Franklin Street
Suite 1888
Boston, Massachusetts 02110
Tel: 617-210-6700

About TFC FINANCIAL MANAGEMENT INC

TFC FINANCIAL MANAGEMENT INC, formally registered with the SEC as TFC FINANCIAL MANAGEMENT INC. The firm was established in 10/12/1982. They have over 1 offices throughout the country.

TFC FINANCIAL MANAGEMENT INC is a Boston, Massachusetts based Financial Planning firm with nearly $1,537,539,892 assets under management, offering retirement planning & investment advisory services to 1535 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105062
SEC#	801-17784
Assets Managed by Firm	$1,537,539,892
No. of Clients	1535
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADMINISTRATIVE,CONSULTING, MONITORING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1535	$1,537,539,892
Individuals (other than high net worth individuals)	117	$52,153,201
High net worth individuals	292	$1,476,264,303
Corporations or other businesses	Fewer than 5 clients	$9,122,388

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