Trf Investments Inc (Pacific Palisades)

Trf Investments Inc is an adviser based in Pacific Palisades. It manages $4 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2001.

Trf Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trf Investments: assets under management

The assets under management (AUM) of Trf Investments Inc is $4 million. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $41.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trf Investments Inc for their services and products based on a percentage of assets under management, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trf Investments Inc

Henry Fereydouni has been acting as President since 1 Aug 1999. Fereydouni Henry joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fereydouni Henry	President	1 Mar 1992	75% - 100%	xxx-xx-xxxx
Henry Fereydouni	President	1 Aug 1999	75% - 100%	2278933

Based in Pacific Palisades

The principal office where Trf Investments Inc performs its advisory services is located at 701 Lachman Ln, Pacific Palisades, CA 90272, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.