TFC Financial Management

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


TFC Financial Management, federally registered in 1982, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 10 advisors. TFC Financial Management manages $904.4 million and provides investment advisory services for 350 clients (1:35 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $2,583,961
Hybrid Advisor No
Disciplinary History No
Total AUM $904.4 million
Advisor / Client Ratio 1:35
Headquarters Boston, MA
SEC Filings Forms and Brochures    (CRD # 105062)
State(s) Registered CA, CT, FL, IL, ME, MA, NH, NY, TX, VT, VA

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