Tfr Advisors LLP is a large advisory firm based in Plano. It manages $248.82 million of regulatory assets for 991 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.
Tfr Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tfr Advisors LLP is $248.82 million. The firm's AUM has grown by 275% 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 Tfr Advisors LLP 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.
Bobby Glenn James has been acting as President since 1 Jul 2002. Inc. Texas Financial Resources joined the executive team most recently as the Owner.
The principal office where Tfr Advisors LLP performs its advisory services is located at 5040 Tennyson Parkway, Plano, TX 75024, 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 972-599-3388 or by fax 972-379-3323. The normal business hours are 8:30am - 4:30pm on Monday - Friday.