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TCM
1730 S. Germantown Rd.
Suite 224
Germantown, Tennessee 38138
Tel: 901-757-4448
About TCM
TCM, formally registered with the SEC as TCM. The firm was established in 09/15/2017. They have over 1 offices throughout the country.
TCM is a Germantown, Tennessee based Financial Planning firm with nearly $114,326,100 assets under management, offering retirement planning & investment advisory services to 740 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289583 |
| SEC# | 801-111684 |
| Assets Managed by Firm | $114,326,100 |
| No. of Clients | 740 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SHARE IN THIRD PARTY ADVISORY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 740 | $114,326,100 |
| Individuals (other than high net worth individuals) | 238 | $20,578,698 |
| High net worth individuals | 85 | $92,209,540 |
| Pension and profit sharing plans | 1 | $1,327,647 |
| Corporations or other businesses | 1 | $210,215 |
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