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Tmfs Chicago (Northbrook)


Tmfs Chicago is a large advisory firm based in Northbrook. It manages $154 million of regulatory assets for 600 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Illinois, Indiana, Michigan, and 3 other states.

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Tmfs Chicago 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 Chicago: assets under management

The assets under management (AUM) of Tmfs Chicago is $154 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 516% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $154 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Chicago 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 Northbrook

The principal office where Tmfs Chicago performs its advisory services is located at 237 Skokie Blvd, Northbrook, IL 60062, 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 847-498-3636 or by fax 847-498-4336. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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