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Tmfs Springfield, LLC (Springfield)


Tmfs Springfield, LLC is a large advisory firm based in Springfield. It manages $146.69 million of regulatory assets for 1,237 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arkansas, Florida, Illinois, and 5 other states.

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Tmfs Springfield provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmfs Springfield: assets under management

The assets under management (AUM) of Tmfs Springfield, LLC is $146.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $146.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.59 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Springfield, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Springfield

The principal office where Tmfs Springfield, LLC performs its advisory services is located at 1835 E. Republic Road, Ste. 104, Springfield, MO 65804, 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 417-889-9997 or by fax 417-889-7550. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at mutualfundstore.com.


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