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Tmfs Sacramento, LLC (Roseville)


Tmfs Sacramento, LLC is a large advisory firm based in Roseville. It manages $35 million of regulatory assets for 410 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Tmfs Sacramento provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmfs Sacramento: assets under management

The assets under management (AUM) of Tmfs Sacramento, LLC is $35 million, 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 firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Sacramento, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roseville

The principal office where Tmfs Sacramento, LLC performs its advisory services is located at 963 Pleasant Grove Blvd. Suite 130, Roseville, CA 95678, 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 916-780-5353 or by fax 916-960-2590. The normal business hours are 8:00am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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