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Tmfs Louisville, LLC (Louisville)


Tmfs Louisville, LLC is a large advisory firm based in Louisville. It manages $31.62 million of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Indiana and Kentucky.

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

Tmfs Louisville: assets under management

The assets under management (AUM) of Tmfs Louisville, LLC is $31.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.59 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Louisville, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Louisville

The principal office where Tmfs Louisville, LLC performs its advisory services is located at 10285 Champion Farms Drive, Louisville, KY 40241, 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 502-425-2512 or by fax 502-425-2572. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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