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Tmfs Toledo, LLC (Maumee)


Tmfs Toledo, LLC is a large advisory firm based in Maumee. It manages $117.92 million of regulatory assets for 865 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Michigan, Ohio, and Texas.

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Tmfs Toledo 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 Toledo: assets under management

The assets under management (AUM) of Tmfs Toledo, LLC is $117.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 312% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $117.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $136.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Toledo, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Maumee

The principal office where Tmfs Toledo, LLC performs its advisory services is located at 475 W. Dussel Drive, Maumee, OH 43537, 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 419-897-2222 or by fax 419-897-2215. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at mutualfundstore.com.


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