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Tme Financial, Inc.

● SEC registered since 2023CRD 322851SEC# 801-127270Huntington Beach, CA
Export (members)
Reg. AUM
$124M
Employees
3
Accounts
538
Location
Huntington Beach, CA

Tme Financial, Inc. assets under management

Tme Financial, Inc. is a registered investment adviser overseen by the SEC based in Huntington Beach, CA. The firm has been registered since 2023. It reports $124 million in regulatory assets under management and employs 3 people.
www.stewardshipwms.comView on SEC.gov ↗

Tme Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Boulos Gouda Michael ControlManaging Member & Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Tme Financial, Inc. manage?

Tme Financial, Inc. reports $124 million in regulatory assets under management on its Form ADV.

How many employees does Tme Financial, Inc. have?

Tme Financial, Inc. reports 3 employees.

Where is Tme Financial, Inc. located?

Tme Financial, Inc. is based in Huntington Beach, CA and has been SEC-registered since 2023.

Does Tme Financial, Inc. disclose fund performance?

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

Contact & registration

Address101 Main Street, #220, Huntington Beach, CA 92648
Phone714-455-2955
Fax714-455-2972
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.8M
Non-discretionary$1.2M
Total (RAUM)$124M