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Tmfs Madison, LLC (Madison)


Tmfs Madison, LLC is an adviser based in Madison. It manages $242.41 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Wisconsin.

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Tmfs Madison provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Madison: assets under management

The assets under management (AUM) of Tmfs Madison, LLC is $242.41 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $242.41 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $121.21 thousand each.

Fees & Commissions

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

The principal office where Tmfs Madison, LLC performs its advisory services is located at 2501 W. Beltline Highway, Madison, WI 53713, 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 608-234-5121 or by fax 608-237-3109. The normal business hours are 8:00 a.m. - 5:00 p.m. est on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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