Tbfm LLP is a large advisory firm based in Boise. It manages $539.14 million of regulatory assets for 1,121 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Georgia, and 5 other states.
Tbfm provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tbfm LLP is $539.14 million. The firm's AUM has grown by 222% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tbfm LLP 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Tbfm is high net worth individuals with 180 clients and $354.64 million of assets under management. Among the 9 most similar advisory firms, Tbfm has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $539.14 million for 510 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tbfm doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tbfm LLP performs its advisory services is located at 802 West Bannock Street, Boise, ID 83702, 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 208-338-5551 or by fax 208-338-5552. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at bmmria.com.