Tfr Advisors LLP (Plano)

Tfr Advisors LLP is a large advisory firm based in Plano. It manages $248.82 million of regulatory assets for 991 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

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

Tfr Advisors: assets under management

The assets under management (AUM) of Tfr Advisors LLP is $248.82 million. The firm's AUM has grown by 275% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $236.48 million in discretionary accounts and $12.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $345.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tfr Advisors LLP 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.

Careers at Tfr Advisors LLP

Bobby Glenn James has been acting as President since 1 Jul 2002. Inc. Texas Financial Resources joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Texas Financial Resources	Owner	1 Feb 2002	75% - 100%	75-2250377
Lp Texas Financial Resources	Owner	1 Feb 2002	75% - 100%	75-2250377
Bobby Glenn James	President	1 Jul 2002	Other	1311728

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Bobby Glenn James	Owner	1 Nov 1988	75% - 100%	1311728

Based in Plano

The principal office where Tfr Advisors LLP performs its advisory services is located at 5040 Tennyson Parkway, Plano, TX 75024, 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 972-599-3388 or by fax 972-379-3323. The normal business hours are 8:30am - 4:30pm on Monday - Friday.