Tfs Securities, Inc. is a large advisory firm based in Lincroft. It manages $649 million of regulatory assets for 4,010 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Tfs Securities provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tfs Securities, Inc. is $649 million. The firm's AUM has grown by 1252% 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 Tfs Securities, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Thomas Patrick Sr Hyland is individuals with 2,687 clients and $434.83 million of assets under management. Among the 10 most similar advisory firms, Tfs Securities has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $649 million for 4,010 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tfs Securities doesn't advise any private funds.
The company employs 174 people that are either part- or full-time employees. 72 percent of the employees work as investment advisers or researchers. 126 employees are registered as investment adviser representatives with the state securities authorities.
There are 126 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Tfs Securities, Inc. is owned by Joanne Przybylko. Thomas Patrick Sr Hyland has been acting as President since 1 Oct 2000. Tammy Sue Case joined the executive team most recently as the Cco.
The principal office where Tfs Securities, Inc. performs its advisory services is located at 437 Newman Springs Rd, Lincroft, NJ 07738, which is also the mailing address of the firm. An additional office of the firm is in Florham Park, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-758-9300 or by fax 732-758-9418. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at innovativemarkettrends.com; tfsweb.com; buyholdplus.com.