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Tfs Advisors, LLC

● SEC registered since 2021CRD 167653SEC# 801-121268Edmonds, WA
Export (members)
Reg. AUM
$135.1M
Employees
3
Accounts
415
Location
Edmonds, WA

Tfs Advisors, LLC assets under management

Tfs Advisors, LLC is an investment advisory firm registered with the SEC based in Edmonds, WA. The firm has been registered since 2021. It reports $135.1 million in regulatory assets under management and employs 3 people.
www.facebook.com/tfsadvisorsView on SEC.gov ↗

Tfs Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Aaron Matthew Terwedo ControlManaging Member, Vice President - Financial Planning50-75%2019
Dale Robert Terwedo ControlMember, Cco25-50%2013

Frequently asked questions

How much does Tfs Advisors, LLC manage?

Tfs Advisors, LLC reports $135.1 million in regulatory assets under management on its Form ADV.

How many employees does Tfs Advisors, LLC have?

Tfs Advisors, LLC reports 3 employees.

Where is Tfs Advisors, LLC located?

Tfs Advisors, LLC is based in Edmonds, WA and has been SEC-registered since 2021.

Does Tfs Advisors, LLC disclose fund performance?

Tfs Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 2nd Ave S., Suite 300, Edmonds, WA 98020
Phone(425) 776-0446
Fax(425) 670-9162
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$135.1M
Total (RAUM)$135.1M