Tmfs Tampa, Inc (Brandon)

Name: Tmfs Tampa, Inc
Address: 2090 Badlands Drive, Brandon, FL, 33511
Telephone: 813-661-1717

Tmfs Tampa, Inc is a large advisory firm based in Brandon. It manages $110.22 million of regulatory assets for 1,032 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

Tmfs Tampa provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmfs Tampa: assets under management

The assets under management (AUM) of Tmfs Tampa, Inc is $110.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1834% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $110.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $106.8 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Tampa, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tmfs Tampa, Inc

Tmfs Tampa, Inc is owned by Michele Abrams. James Douglas Abrams joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sean Hric Abrams	President, owner	1 Oct 2005	25% - 50%	5063552
Sean Abrams	Owner, cco, investment advisor	1 Oct 2005	50% - 75%	5063552
Michele Abrams	Owner	1 Oct 2005	50% - 75%	5063554
Donald Lloyd Williams	Cco, managing partner, investment advisor	1 Jan 2006	Other	1950478
James Douglas Abrams	Owner	1 Feb 2009	25% - 50%	4530866

Based in Brandon

The principal office where Tmfs Tampa, Inc performs its advisory services is located at 2090 Badlands Drive, Brandon, FL 33511, which is also the mailing address of the firm. An additional office of the firm is in University Park, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-661-1717 or by fax 813-661-1769. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.