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Tmfs Grand Rapids, LLC (Grand Rapids)


Tmfs Grand Rapids, LLC is an adviser based in Grand Rapids. It manages $77.4 million of regulatory assets for 955 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Indiana and Michigan.

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Tmfs Grand Rapids provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. 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 Grand Rapids: assets under management

The assets under management (AUM) of Tmfs Grand Rapids, LLC is $77.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $77.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.05 thousand each.

Fees & Commissions

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

The principal office where Tmfs Grand Rapids, LLC performs its advisory services is located at 1200 East Paris Ave Se, Grand Rapids, MI 49546, 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 616-949-5959 or by fax 616-949-6040. The normal business hours are 8:30-5:00m-f 10:00-1:00s on Other. You can find more information about the New York firm at www.mutualfundstore.com.


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