Tfo Tdc, LLC is a large advisory firm based in Maumee. It manages $2.18 billion of regulatory assets for 3,887 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Arizona, California, and 19 other states.
Tfo Tdc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and family office services & financial consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tfo Tdc, LLC is $2.18 billion. The firm's AUM has grown by 4979% since the beginning of its operation, and $2.05 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Tfo Tdc, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Brady Michael Fineske is high net worth individuals with 288 clients and $1.52 billion of assets under management. Among the 7 most similar advisory firms, Tfo Tdc has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.18 billion for 1,336 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tfo Tdc doesn't advise any private funds.
The company employs 50 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 27 employees are registered as investment adviser representatives with the state securities authorities.
There are 8 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brady Michael Fineske has been acting as President since 1 Nov 2015. Adele Marie Sobieszczanski joined the executive team most recently as the Executive Vice President.
The principal office where Tfo Tdc, LLC performs its advisory services is located at 1440 Arrowhead Drive, Maumee, OH 43537, which is also the mailing address of the firm. An additional office of the firm is in Phoenix, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 419-891-9999 or by fax 419-891-9993. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at tdccompanies.com.