Tmfs Detroit, LLC (Overland Park)

Name: Tmfs Detroit, LLC
Address: 11095 Metcalf Avenue, Overland Park, KS, 66210
Telephone: 913-338-2323

Tmfs Detroit, LLC is a pension cosultant based in Overland Park. It manages $66.62 thousand of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Kansas and Michigan.

Tmfs Detroit 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 Detroit: assets under management

The assets under management (AUM) of Tmfs Detroit, LLC is $66.62 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $66.62 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Detroit, 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.

Careers at Tmfs Detroit, LLC

Adam Stuart Bold has been acting as President since 1 Aug 2007. Christopher Raymond Braudis joined the executive team most recently as the Vice President Retail Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Tmfs Holdings	Holding company	1 Jul 2006	75% - 100%	43-1899520
Christopher Raymond Braudis	President tmfs-detroit llc	1 Jul 2006	Other	3078442
Jon Peter Bentz	Member	1 Jul 2006	Other	2224183
Jason Michael Black	Member	1 Jul 2006	Other	2345172
Adam Stuart Bold	Chief executive officer	1 Jul 2006	Other	2246043
Clifford M. Brandt	Chief compliance officer	1 Nov 2006	Other	1902051
Douglas Michael Clark	Senior investment advisor	1 Nov 2006	Other	3121591
Joshua John Maly	Principal, senior investment advisor	1 Nov 2006	Other	4310382
Clifford Merril Brandt	Chief compliance officer	1 Nov 2006	Other	1902051
Christopher Raymond Braudis	Vice president retail operations	1 Aug 2007	Other	3078442
Jon Peter Bentz	Vice president company operations/secretary	1 Aug 2007	Other	2224183
Jason Michael Black	Assistant vice president company operations/assistant secretary	1 Aug 2007	Other	2345172
Clifford Merril Brandt	Chief compliance officer	1 Aug 2007	Other	1902051
Adam Stuart Bold	Chairman	1 Aug 2007	Other	2246043
David Franklin Byers	Chief executive officer	1 Aug 2007	Other	5336656
Chris Elliott	Chief financial officer	1 Aug 2007	Other	5412543

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc Tmfs Holdings	Member	1 Feb 2006	75% - 100%	xxx-xx-xxxx
Adam Stuart Bold	Active	1 Feb 2006	50% - 75%	2246043

Based in Overland Park

The principal office where Tmfs Detroit, LLC performs its advisory services is located at 11095 Metcalf Avenue, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Livonia, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-338-2323 or by fax 913-338-1990. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.