Tmfs Las Vegas, LLC (Las Vegas)


Tmfs Las Vegas, LLC is a large advisory firm based in Las Vegas. It manages $118.23 million of regulatory assets for 1,195 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Florida, and 4 other states.

Tmfs Las Vegas provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. 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 Las Vegas: assets under management

The assets under management (AUM) of Tmfs Las Vegas, LLC is $118.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 216% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $118.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.94 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Las Vegas, 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Clark Stevens Gay Indirect owner 1 Jul 2003 Other 3251334
Llc Ccg Indirect owner 1 Aug 2003 Other 20-0035615
Jon Peter Bentz Co-manager 1 Apr 2009 75% - 100% 2224183
Carol Ann White Partner 1 Apr 2009 75% - 100% 4695463
Lawrence Robert Bold Co-manager 1 Apr 2009 75% - 100% 5180357

Based in Las Vegas

The principal office where Tmfs Las Vegas, LLC performs its advisory services is located at 7201 W. Lake Mead Blvd Ste 110, Las Vegas, NV 89128, 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 702-651-6464 or by fax 702-651-9015. The normal business hours are 8:00am -- 5:00pm on Monday - Friday. You can find more information about the New York firm at mutualfundstore.com.