TFJ MANAGEMENT, LLC

240 Elm Street
Second Floor
Somerville, Massachusetts 02144
Tel: 617-877-7752

About TFJ MANAGEMENT, LLC

TFJ MANAGEMENT, LLC, formally registered with the SEC as TFJ MANAGEMENT, LLC. The firm was established in 06/23/2021. They have over 2 offices throughout the country.

TFJ MANAGEMENT, LLC is a Somerville, Massachusetts based Financial Planning firm with nearly $178,623,602 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312132
SEC#	801-121579
Assets Managed by Firm	$178,623,602
No. of Clients	3
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (SEPARATELY MANAGED ACCOUNTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$178,623,602

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