Tmfs PhiladeLPhia I, LLC (East Norriton)

Name: Tmfs PhiladeLPhia I, LLC
Address: 38 East Germantown Pike, East Norriton, PA, 19401
Telephone: 610-239-8323

Tmfs PhiladeLPhia I, LLC is a large advisory firm based in East Norriton. It manages $145.71 million of regulatory assets for 1,270 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Delaware, Florida, Maryland, and 5 other states.

Tmfs PhiladeLPhia I 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 PhiladeLPhia I: assets under management

The assets under management (AUM) of Tmfs PhiladeLPhia I, LLC is $145.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 290% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $145.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.73 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs PhiladeLPhia I, 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 PhiladeLPhia I, LLC

Tmfs PhiladeLPhia I, LLC is owned by Raymond Everett Braudis. Matthew Leonard Turner joined the executive team most recently as the Chief Compliance Officer, Senior Vice President Investments.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tmfs Philadelphia Llc	Owner	1 Jan 2006	75% - 100%	20-4652034
Douglas Don Friedrichsen	Direct owner	1 Jan 2006	Other	2401526
Raymond Everett Braudis	Owner	1 Jan 2006	Other	4527675
Paul Dwaine Mccoy	Owner	1 Jan 2006	Other	5149449
Richard Louis Braudis	Owner	1 Jan 2006	Other	5149450
Jason Michael Black	Managing member	1 Jan 2006	Other	2345172
Christopher Edward Basch	Owner	1 Jan 2006	Other	2371844
Clark Stevens Gay	Owner	1 Jan 2006	Other	3251334
Donald Milfred Huntington	Owner	1 Jan 2006	Other	5149471
Stephen Matthew Krol	Managing member	1 Jan 2006	Other	4885072
Amy Beth Louise Gray	Owner	1 Jan 2006	Other	5149479
Jason Michael Black	Managing member	1 Apr 2006	Other	2345172
Stephen Matthew Krol	Managing member	1 Apr 2006	Other	4885072
Christopher Edward Basch	Owner	1 Apr 2006	Other	2371844
Clark Stevens Gay	Owner	1 Apr 2006	Other	3251334
Donald Milfred Huntington	Owner	1 Apr 2006	Other	5149471
Raymond Everett Braudis	Owner	1 Apr 2006	Other	4527675
Richard Louis Braudis	Owner	1 Apr 2006	Other	5149450
Paul Dwaine Mccoy	Owner	1 Apr 2006	Other	5149449
Kristopher Bonocore	Chief compliance officer, managing partner	1 May 2006	Other	4361102
Sean Patrick Powell	Chief compliance officer, managing partner, senior investment adviser	1 Mar 2012	Other	3106584
Sean Patrick Powell	Chief compliance officer, senior vice president - investments	1 Mar 2013	Other	3106584
Matthew Leonard Turner	Chief compliance officer, senior vice president - investments	1 May 2013	Other	5950416

Based in East Norriton

The principal office where Tmfs PhiladeLPhia I, LLC performs its advisory services is located at 38 East Germantown Pike, East Norriton, PA 19401, 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 610-239-8323 or by fax 610-239-8335. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at mutualfundstore.com.