Tmfs Baton Rouge, LLC (Baton Rouge)

Name: Tmfs Baton Rouge, LLC
Address: 4979 Bluebonnet Blvd., Baton Rouge, LA, 70809
Telephone: 225-291-7878

Tmfs Baton Rouge, LLC is an adviser based in Baton Rouge. It manages $40.8 million of regulatory assets for 243 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Louisiana and Texas.

Tmfs Baton Rouge provides financial planning services, portfolio management for individuals and small businesses, and consulting. 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 Baton Rouge: assets under management

The assets under management (AUM) of Tmfs Baton Rouge, LLC is $40.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Baton Rouge, LLC 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.

Based in Baton Rouge

The principal office where Tmfs Baton Rouge, LLC performs its advisory services is located at 4979 Bluebonnet Blvd., Baton Rouge, LA 70809, 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 225-291-7878 or by fax 225-291-7957. The normal business hours are tba on Other. You can find more information about the New York firm at www.mutualfundstore.com.

Tmfs Baton Rouge, LLC (Baton Rouge)

Tmfs Baton Rouge: assets under management

Fees & Commissions

Based in Baton Rouge

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