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Tmfs Washington, Dc LLC (Vienna)


Tmfs Washington, Dc LLC is a large advisory firm based in Vienna. It manages $50.1 million of regulatory assets for 552 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Maryland, Texas, and Virginia.

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Tmfs Washington, Dc 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 Washington, Dc: assets under management

The assets under management (AUM) of Tmfs Washington, Dc LLC is $50.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 601% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.76 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Washington, Dc 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.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Bruce Styve Indirect owner 1 Dec 2004 25% - 50% 5164972
Philip Joseph Rauen Iv Indirect owner 1 Dec 2004 25% - 50% 5164988
Chase Clark Wilson Indirect owner 1 Dec 2004 25% - 50% 5165004
Thomas Michael Burke Indirect owner 1 Dec 2004 25% - 50% 5165010
Jack Herold Redwine Indirect owner 1 Dec 2004 25% - 50% 5165017
Adam Stuart Bold Indirect owner 1 Dec 2004 25% - 50% 2246043
Klein Barry Richard Indirect owner 1 Dec 2004 25% - 50% 5165027
Jteam Partners Indirect owner 1 Dec 2004 25% - 50% 11-3663238

Based in Vienna

The principal office where Tmfs Washington, Dc LLC performs its advisory services is located at 8130 Boone Boulevard, Vienna, VA 22182, 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 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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