Tmfs San Antonio, LLC (San Antonio)

Name: Tmfs San Antonio, LLC
Address: 555 East Basse Road, San Antonio, TX, 78209
Telephone: 210-826-9400

Tmfs San Antonio, LLC is a large advisory firm based in San Antonio. It manages $131.3 million of regulatory assets for 582 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Texas.

Tmfs San Antonio provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmfs San Antonio: assets under management

The assets under management (AUM) of Tmfs San Antonio, LLC is $131.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4024% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $131.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.6 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs San Antonio, 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 San Antonio, LLC

Joseph Eugene Bestgen has been acting as President since 1 Aug 2005. Andrew Scott Hedrick joined the executive team most recently as the Cco Managing Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Tmfs National Ii	Owner	1 Jul 2005	75% - 100%	20-3452331
Llc Tmfs National Ii	Direct owner	1 Aug 2005	75% - 100%	20-3452331
Joseph Eugene Bestgen	President	1 Aug 2005	Other	4927561
Timothy Grover Jury	Member	1 Aug 2005	Other	5035471
Jack Herold Redwine	Member	1 Aug 2005	Other	5165017
Andrew Scott Hedrick	Cco managing partner	1 Dec 2005	Other	2148266

Based in San Antonio

The principal office where Tmfs San Antonio, LLC performs its advisory services is located at 555 East Basse Road, San Antonio, TX 78209, 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 210-826-9400 or by fax 210-826-9409. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.