Tmfs Milwaukee, LLC is a large advisory firm based in Waukesha. It manages $121.29 million of regulatory assets for 609 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Illinois, and Wisconsin.
Tmfs Milwaukee 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 Milwaukee, LLC is $121.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 352% 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 Milwaukee, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. 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. Craig Michael Mottl joined the executive team most recently as the Senior Investment Advisor.
The principal office where Tmfs Milwaukee, LLC performs its advisory services is located at 21675 Long View Drive Suite 300, Waukesha, WI 53186, which is also the mailing address of the firm. An additional office of the firm is in Appleton, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 262-717-0022 or by fax 262-717-9579. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.