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Tmfs Washington, D.C., LLC (Vienna)


Tmfs Washington, D.C., LLC is a large advisory firm based in Vienna. It manages $116.09 million of regulatory assets for 515 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Maryland, New York, and 4 other states.

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Tmfs Washington, D.C. 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.

Tmfs Washington, D.C.: assets under management

The assets under management (AUM) of Tmfs Washington, D.C., LLC is $116.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $116.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.41 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Washington, D.C., LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vienna

The principal office where Tmfs Washington, D.C., LLC performs its advisory services is located at 8130 Boone Boulevard, Vienna, VA 22182, which is also the mailing address of the firm. An additional office of the firm is in Rockville, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-288-6988 or by fax 703-288-1139. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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