Tmfs Pittsburgh I, LLC is a large advisory firm based in Cranberry Township. It manages $105.35 million of regulatory assets for 893 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Ohio, Pennsylvania, Texas, and West Virginia.
Tmfs Pittsburgh I provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tmfs Pittsburgh I, LLC is $105.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 222% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tmfs Pittsburgh I, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tmfs Pittsburgh I, LLC is owned by Raymond Everett Braudis. Douglas Don Friedrichsen has been acting as President since 1 Apr 2006. Kristopher Rostern Nuttall joined the executive team most recently as the Managing Partner, Chief Compliance Officer, Investment Advisor.
The principal office where Tmfs Pittsburgh I, LLC performs its advisory services is located at 20510 Route 19, Cranberry Township, PA 16066, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 724-779-7795 or by fax 724-779-2258. The normal business hours are 8am 5pm on Monday - Friday. You can find more information about the New York firm at mutualfundstore.com.