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Tmfs Dayton, LLC (Dayton)


Tmfs Dayton, LLC is an adviser based in Dayton. It manages $55.36 million of regulatory assets for 737 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Ohio.

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Tmfs Dayton 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 Dayton: assets under management

The assets under management (AUM) of Tmfs Dayton, LLC is $55.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75.12 thousand each.

Fees & Commissions

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

Based in Dayton

The principal office where Tmfs Dayton, LLC performs its advisory services is located at 4412 Indian Ripple Rd., Dayton, OH 45440, 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 937-431-1925 or by fax 937-431-5515. The normal business hours are m-f 8:30am-5pm on Other. You can find more information about the New York firm at www.mutualfundstore.com.


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