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Tfc Financial Management, Inc.

● SEC registered since 1982CRD 105062SEC# 801-17784Boston, MA
Export (members)
Reg. AUM
$1.54B
Employees
23
Accounts
1,535
Location
Boston, MA

Tfc Financial Management, Inc. assets under management

Tfc Financial Management, Inc. operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1982. It reports $1.5 billion in regulatory assets under management and employs 23 people.
www.tfcfinancial.comView on SEC.gov ↗

Tfc Financial Management, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Brian Joseph PrestiChief Investment OfficerUnder 5%2023
Constance Haehnel Wyllie ControlChief Compliance Officer5-10%2015
James L. Joslin Revocable TrustShareholder10-25%2020
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Frequently asked questions

How much does Tfc Financial Management, Inc. manage?

Tfc Financial Management, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Tfc Financial Management, Inc. have?

Tfc Financial Management, Inc. reports 23 employees.

Where is Tfc Financial Management, Inc. located?

Tfc Financial Management, Inc. is based in Boston, MA and has been SEC-registered since 1982.

Does Tfc Financial Management, Inc. disclose fund performance?

Tfc Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address260 Franklin Street, Suite 1888, Boston, MA 02110
Phone617-210-6700
Fax617-210-6750
Office hours8:30a.m.-5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.54B
Non-discretionary$0
Total (RAUM)$1.54B