Tmfs San Antonio, LLC is a large advisory firm based in San Antonio. It manages $131.3 million of regulatory assets for 582 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Texas.
Tmfs San Antonio 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 Tmfs San Antonio, LLC is $131.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4024% 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 Tmfs San Antonio, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Eugene Bestgen has been acting as President since 1 Aug 2005. Andrew Scott Hedrick joined the executive team most recently as the Cco Managing Partner.
The principal office where Tmfs San Antonio, LLC performs its advisory services is located at 555 East Basse Road, San Antonio, TX 78209, 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 210-826-9400 or by fax 210-826-9409. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.