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Tmfs Harrisburg, LLC (Harrisburg)


Tmfs Harrisburg, LLC is a mid-sized advisory firm based in Harrisburg. It manages $36.25 million of regulatory assets for 457 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Pennsylvania and Texas.

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Tmfs Harrisburg provides portfolio management for individuals and small businesses. 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 Harrisburg: assets under management

The assets under management (AUM) of Tmfs Harrisburg, LLC is $36.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tmfs Harrisburg, LLC for their services and products based on a percentage of assets under management. 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 Harrisburg

The principal office where Tmfs Harrisburg, LLC performs its advisory services is located at 2308 Patton Road, Harrisburg, PA 17112, which is also the mailing address of the firm. An additional office of the firm is in Allentown, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-540-7992 or by fax 717-540-7994. The normal business hours are 8:00am-5:00pm est on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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