Tmfs Syracuse, LLC (Overland Park)

Name: Tmfs Syracuse, LLC
Address: 11095 Metcalf Avenue, Overland Park, KS, 66210
Telephone: 913-338-2323

Tmfs Syracuse, LLC is a pension cosultant based in Overland Park. It manages $1.47 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Kansas and New York.

Tmfs Syracuse 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 Syracuse: assets under management

The assets under management (AUM) of Tmfs Syracuse, LLC is $1.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.82 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Syracuse, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tmfs Syracuse, LLC

Adam Stuart Bold has been acting as President since 1 Aug 2007. Christopher Raymond Braudis joined the executive team most recently as the Vice President Retail Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Eugene Bestgen	Managing partner, chief compliance officer	1 Jul 2006	Other	4927561
Tmfs National Llc	Direct owner	1 Jul 2006	75% - 100%	20-2034947
Llc Tmfs Holdings	Holding company	1 Jul 2006	75% - 100%	43-1899520
Adam Stuart Bold	Manager	1 Jul 2006	75% - 100%	2246043
Christopher Raymond Braudis	Manager	1 Jul 2006	Other	3078442
Jon Peter Bentz	Member	1 Jul 2006	Other	2224183
Jason Michael Black	Member	1 Jul 2006	Other	2345172
Peter Rudolfo Bertone	Chief compliance officer, managing partner	1 Sep 2006	Other	2272479
Christopher Raymond Braudis	Vice president retail operations	1 Aug 2007	Other	3078442
Peter Rudolfo Bertone	Senior investment advisor	1 Aug 2007	Other	2272479
Jon Peter Bentz	Vice president company operations/secretary	1 Aug 2007	Other	2224183
Jason Michael Black	Assistant vice president company operations/assistant secretary	1 Aug 2007	Other	2345172
Adam Stuart Bold	Chairman	1 Aug 2007	Other	2246043
David Franklin Byers	Chief executive officer	1 Aug 2007	Other	5336656
Chris Elliott	Chief financial officer	1 Aug 2007	Other	5412543
Clifford Merril Brandt	Chief compliance officer	1 Aug 2007	Other	1902051

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Adam Stuart Bold	Active	1 Feb 2006	50% - 75%	2246043
Llc Summit Accelerator Partners	Investor	1 Feb 2006	25% - 50%	135256
Inc Tmfs Holdings	Member	1 Feb 2006	75% - 100%	xxx-xx-xxxx

Based in Overland Park

The principal office where Tmfs Syracuse, LLC performs its advisory services is located at 11095 Metcalf Avenue, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Cicero, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-338-2323 or by fax 913-338-1990. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.