Tmfs Syracuse, LLC is a pension cosultant based in Overland Park. It manages $1.47 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Kansas and New York.
Tmfs Syracuse 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.
The assets under management (AUM) of Tmfs Syracuse, LLC is $1.47 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 advisory firm has several streams of revenue. Clients pay Tmfs Syracuse, 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.
Adam Stuart Bold has been acting as President since 1 Aug 2007. Christopher Raymond Braudis joined the executive team most recently as the Vice President Retail Operations.
The principal office where Tmfs Syracuse, LLC performs its advisory services is located at 11095 Metcalf Avenue, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Cicero, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-338-2323 or by fax 913-338-1990. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.