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Home > Retirement Planners > washington > edmonds > TFS ADVISORS, LLC
TFS ADVISORS, LLC
100 2nd Ave S.
Suite 300
Edmonds, Washington 98020
Tel: (425) 776-0446
About TFS ADVISORS, LLC
TFS ADVISORS, LLC, formally registered with the SEC as TFS ADVISORS, LLC. The firm was established in 05/20/2021. They have over 1 offices throughout the country.
TFS ADVISORS, LLC is a Edmonds, Washington based Financial Planning firm with nearly $121,392,028 assets under management, offering retirement planning & investment advisory services to 388 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167653 |
| SEC# | 801-121268 |
| Assets Managed by Firm | $121,392,028 |
| No. of Clients | 388 |
| No. of Advisors | 3 |
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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 388 | $121,392,028 |
| Individuals (other than high net worth individuals) | 96 | $42,424,717 |
| High net worth individuals | 48 | $78,165,876 |
| Corporations or other businesses | Fewer than 5 clients | $801,435 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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