Tmfs Columbus, LLC (Dublin)

Name: Tmfs Columbus, LLC
Address: 5919 Karric Square Drive, Dublin, OH, 43016
Telephone: 614-717-0707

Tmfs Columbus, LLC is a large advisory firm based in Dublin. It manages $42 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Indiana and Ohio.

Tmfs Columbus provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. 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 Columbus: assets under management

The assets under management (AUM) of Tmfs Columbus, LLC is $42 million, 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 $42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105 thousand each.

Fees & Commissions

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

Careers at Tmfs Columbus, LLC

Tmfs Columbus, LLC is owned by Lawrence W Klee. Mark Edward Lux joined the executive team most recently as the Managing Partner, Chief Compliance Officer, Investment Advisor.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin L Kavanaugh	Owner	1 Jul 2005	Other	1163830
Kevin Lawrence Kavanaugh	Member	1 Jul 2005	Other	1163830
Mark Edward Lux	Managing partner, chief compliance officer, investment advisor	1 Aug 2005	25% - 50%	719578
Matthew Joseph Lux	Managing partner, investment advisor	1 Aug 2005	Other	5063521
Lawrence W Klee	Owner	1 Aug 2005	Other	5063525
Richard B Melzer	Owner	1 Aug 2005	Other	5063526
Michael D Mercuri	Owner	1 Aug 2005	Other	5063527
Joseph C Krier	Owner	1 Aug 2005	Other	5063529
Lawrence William Klee	Member	1 Aug 2005	Other	5063525
Richard Brayden Melzer	Member	1 Aug 2005	Other	5063526
Michael Douglas Mercuri	Member	1 Aug 2005	Other	5063527

Based in Dublin

The principal office where Tmfs Columbus, LLC performs its advisory services is located at 5919 Karric Square Drive, Dublin, OH 43016, 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 614-717-0707 or by fax 614-717-0757. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.