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Last updated: February 18th, 2020. Data source: SEC filings.
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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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||19|
|Percentage of Advisors Trusted||80%|
|Average Client Balance||$2,583,961|
|Total AUM||$904.4 million|
|Advisor / Client Ratio||1:35|
|SEC Filings||View SEC IAPD CRD #105062|
|State(s) Registered||CA, CT, FL, IL, ME, MA, NH, NY, TX, VT, VA|