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Tmfs Birmingham, LLC (Hoover)


Tmfs Birmingham, LLC is an adviser based in Hoover. It manages $34.38 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama and Georgia.

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Tmfs Birmingham 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.

Tmfs Birmingham: assets under management

The assets under management (AUM) of Tmfs Birmingham, LLC is $34.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.26 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Birmingham, 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.

Based in Hoover

The principal office where Tmfs Birmingham, LLC performs its advisory services is located at Two Chase Corporate Drive, Hoover, AL 35244, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205-403-9200 or by fax 205-403-9133. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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