Tmfs Detroit, LLC (Overland Park)


Tmfs Detroit, LLC is a pension cosultant based in Overland Park. It manages $66.62 thousand of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Kansas and Michigan.

Tmfs Detroit 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 Detroit: assets under management

The assets under management (AUM) of Tmfs Detroit, LLC is $66.62 thousand, 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 $66.62 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Detroit, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tmfs Detroit, LLC

Adam Stuart Bold has been acting as President since 1 Aug 2007. Christopher Raymond Braudis joined the executive team most recently as the Vice President Retail Operations.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Tmfs Holdings Holding company 1 Jul 2006 75% - 100% 43-1899520
Christopher Raymond Braudis President tmfs-detroit llc 1 Jul 2006 Other 3078442
Jon Peter Bentz Member 1 Jul 2006 Other 2224183
Jason Michael Black Member 1 Jul 2006 Other 2345172
Adam Stuart Bold Chief executive officer 1 Jul 2006 Other 2246043
Clifford M. Brandt Chief compliance officer 1 Nov 2006 Other 1902051
Douglas Michael Clark Senior investment advisor 1 Nov 2006 Other 3121591
Joshua John Maly Principal, senior investment advisor 1 Nov 2006 Other 4310382
Clifford Merril Brandt Chief compliance officer 1 Nov 2006 Other 1902051
Christopher Raymond Braudis Vice president retail operations 1 Aug 2007 Other 3078442
Jon Peter Bentz Vice president company operations/secretary 1 Aug 2007 Other 2224183
Jason Michael Black Assistant vice president company operations/assistant secretary 1 Aug 2007 Other 2345172
Clifford Merril Brandt Chief compliance officer 1 Aug 2007 Other 1902051
Adam Stuart Bold Chairman 1 Aug 2007 Other 2246043
David Franklin Byers Chief executive officer 1 Aug 2007 Other 5336656
Chris Elliott Chief financial officer 1 Aug 2007 Other 5412543

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc Tmfs Holdings Member 1 Feb 2006 75% - 100% xxx-xx-xxxx
Adam Stuart Bold Active 1 Feb 2006 50% - 75% 2246043

Based in Overland Park

The principal office where Tmfs Detroit, LLC performs its advisory services is located at 11095 Metcalf Avenue, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Livonia, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-338-2323 or by fax 913-338-1990. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.