Tfs Financial Advisors LP (Cambridge)

Name: Tfs Financial Advisors LP
Address: 350 Massachusetts Avenue, Cambridge, MA, 02139
Telephone: 617-761-0600

Tfs Financial Advisors LP is a large advisory firm based in Cambridge. It manages $63.3 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Tfs Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tfs Financial Advisors: assets under management

The assets under management (AUM) of Tfs Financial Advisors LP is $63.3 million. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.5 million in discretionary accounts and $44.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.16 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.79 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tfs Financial Advisors LP 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.

Careers at Tfs Financial Advisors LP

Tracy Gallagher has been acting as President since 1 Jun 1995. Todd Eisenberg joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William E. Daisy	Shareholder	1 Jun 1995	Other	4393487
Tracy Gallagher	President	1 Jun 1995	Other	4393820
Gary C. Hayes	Director/shareholder	1 Jun 1995	Other	4393520
Jeffrey E. Mead	Director/shareholder	1 Jun 1995	Other	4393528
Peter B. Nesson	Director/shareholder	1 Jun 1995	Other	4393531
Paul H. Sienkiewicz	Director/shareholder	1 Jun 1995	Other	4393534
Jay L. Webber	Director/shareholder	1 Jun 1995	Other	4393539
Frank R. Zito	Director/shareholder	1 Jun 1995	Other	4393544
Llc Tfs Financial Advisors	General partner	1 Aug 1995	75% - 100%	04-1234567
Tofias Pc	General partner	1 Aug 1995	75% - 100%	04-1234567
Bernie Kaplan	Director/shareholder	1 Oct 1996	Other	4620251
Larry Ginsberg	Shareholder	1 Oct 1997	Other	4620246
Dave Sullivan	Shareholder	1 Oct 1997	Other	4620252
Dave Swan	Shareholder	1 Oct 1997	Other	4620257
Kenneth Krozy	Director/shareholder	1 Oct 1998	Other	4393523
Todd Eisenberg	Shareholder	1 Nov 2001	Other	4620244

Based in Cambridge

The principal office where Tfs Financial Advisors LP performs its advisory services is located at 350 Massachusetts Avenue, Cambridge, MA 02139, which is also the mailing address of the firm. An additional office of the firm is in New Bedford, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-761-0600 or by fax 617-761-0601. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at www.tfsandco.com.