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Tmfs Greensboro, LLC (Raleigh)


Tmfs Greensboro, LLC is an adviser based in Raleigh. It manages $2 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of North Carolina.

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Tmfs Greensboro provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmfs Greensboro: assets under management

The assets under management (AUM) of Tmfs Greensboro, LLC is $2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Greensboro, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Raleigh

The principal office where Tmfs Greensboro, LLC performs its advisory services is located at 7990 Arco Corporate Drive, Raleigh, NC 27617, which is also the mailing address of the firm. An additional office of the firm is in Greensboro, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-405-3800 or by fax 919-405-2427. The normal business hours are 9am - 5pm on Other. You can find more information about the New York firm at mutualfundstore.com/location.asp?locationid=61.


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