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Tmfs Norfolk, LLC (Virginia Beach)


Tmfs Norfolk, LLC is an adviser based in Virginia Beach. It manages $36.83 million of regulatory assets for 349 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of North Carolina and Virginia.

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Tmfs Norfolk 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 Norfolk: assets under management

The assets under management (AUM) of Tmfs Norfolk, LLC is $36.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105.53 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Norfolk, 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 Virginia Beach

The principal office where Tmfs Norfolk, LLC performs its advisory services is located at 1560 Laskin Road, Virginia Beach, VA 23451, which is also the mailing address of the firm. An additional office of the firm is in Newport News, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757-201-7444 or by fax 757-201-7338. 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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