Tmfs Richmond, LLC (Glen Allen)

Name: Tmfs Richmond, LLC
Address: 11541 Nuckols Road, Glen Allen, VA, 23059
Telephone: 804-523-4555

Tmfs Richmond, LLC is an adviser based in Glen Allen. It manages $60.13 million of regulatory assets for 388 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of New Hampshire, Texas, and Virginia.

Tmfs Richmond provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmfs Richmond: assets under management

The assets under management (AUM) of Tmfs Richmond, LLC is $60.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $154.97 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Richmond, 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.

Careers at Tmfs Richmond, LLC

Joseph Eugene Bestgen has been acting as President since 1 Feb 2005. Eric Maxwell Shoenfeld joined the executive team most recently as the Chief Compliance Officer, Managing Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Tmfs National	Direct owner	1 Dec 2004	75% - 100%	20-2034947
Joseph Eugene Bestgen	President	1 Feb 2005	Other	4927561
Klein Barry Richard	Member	1 Mar 2005	Other	5165030
Timothy Grover Jury	Member	1 Mar 2005	Other	5035471
Adam Stuart Bold	Member	1 Mar 2005	Other	2246043
Jack Herold Redwine	Member	1 Mar 2005	Other	5165017
Thomas Michael Burke	Member	1 Mar 2005	Other	5165010
Chase Clark Wilson	Member	1 Mar 2005	Other	5165004
Michael Bruce Styve	Member	1 Mar 2005	Other	5164972
Scott Settle Revare	Member	1 Mar 2005	Other	4724093
Eric Maxwell Shoenfeld	Chief compliance officer, managing partner	1 Apr 2005	Other	4041286

Based in Glen Allen

The principal office where Tmfs Richmond, LLC performs its advisory services is located at 11541 Nuckols Road, Glen Allen, VA 23059, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-523-4555 or by fax 804-523-4390. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.