Tmfs San Francisco Oakland, LLC is a large advisory firm based in Santa Clara. It manages $249.4 million of regulatory assets for 1,215 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Nevada, Oregon, Texas, and Washington.
Tmfs San Francisco Oakland 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.
The assets under management (AUM) of Tmfs San Francisco Oakland, LLC is $249.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1147% 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 San Francisco Oakland, 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.
The principal office where Tmfs San Francisco Oakland, LLC performs its advisory services is located at 2350 Mission College Blvd., Suite 450, Santa Clara, CA 95054, which is also the mailing address of the firm. An additional office of the firm is in San Rafael, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-227.0555 or by fax 925-737.0395. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.