Tmfs West Palm Beach, LLC is an adviser based in West Palm Beach. It manages $110 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.
Tmfs West Palm Beach provides financial planning services and 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.
The assets under management (AUM) of Tmfs West Palm Beach, LLC is $110 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tmfs West Palm Beach, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Tmfs West Palm Beach, LLC performs its advisory services is located at 500 Australian Avenue South, West Palm Beach, FL 33401, 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 561-655-8501. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.