Tmfs Indianapolis, LLC (Indianapolis)

Name: Tmfs Indianapolis, LLC
Address: 5025 E. 82 Nd St., Suite 1400, Indianapolis, IN, 46250 5659
Telephone: 317-579-0700

Tmfs Indianapolis, LLC is a large advisory firm based in Indianapolis. It manages $224.17 million of regulatory assets for 2,259 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Illinois, Indiana, and 4 other states.

Tmfs Indianapolis provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Indianapolis: assets under management

The assets under management (AUM) of Tmfs Indianapolis, LLC is $224.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 777% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $224.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.24 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Indianapolis, 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.

Careers at Tmfs Indianapolis, LLC

Dennis Paul Smith has been acting as President since 1 Apr 2002. Jane Marie Smith joined the executive team most recently as the Secretary Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dennis Paul Smith	President	1 Apr 2002	25% - 50%	4560523
Jane Marie Smith	Secretary treasurer	1 Apr 2002	25% - 50%	4560545
Andrew Paul Smith	Vice president	1 Apr 2002	25% - 50%	4560547

Based in Indianapolis

The principal office where Tmfs Indianapolis, LLC performs its advisory services is located at 5025 E. 82 Nd St., Suite 1400, Indianapolis, IN 46250 5659, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-579-0700 or by fax 317-579-0715. The normal business hours are 8am-4pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.