Tmfs Memphis, LLC (Memphis)

Name: Tmfs Memphis, LLC
Address: 6300 Poplar Ave, Memphis, TN, 38119
Telephone: 901-751-7272

Tmfs Memphis, LLC is an adviser based in Memphis. It manages $57.06 million of regulatory assets for 754 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arkansas, Mississippi, and Tennessee.

Tmfs Memphis 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 Memphis: assets under management

The assets under management (AUM) of Tmfs Memphis, LLC is $57.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12093% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $57.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75.68 thousand each.

Fees & Commissions

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

Tmfs Memphis, LLC is owned by Paul Salvatore Migliazzo. Llc Rose Holdings I joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Salvatore Migliazzo	Owner	1 Jul 2006	25% - 50%	1893319
Llc Fbo Paul Migliazzo Ira Entrust Heartland	Owner	1 Jul 2006	Other	86-1151212
Llc C/O Richard Ditter Ditter Ventures	Owner	1 Jul 2006	25% - 50%	36-4590840
Lp Mike Rose Rose Family Investments	Owner	1 Jul 2006	Other	62-1497852
Richard Ditter	Chief compliance officer	1 Jul 2006	Other	5205117
Llc Entrust Heartland	Member	1 Jul 2006	Other	86-1151212
Llc Ditter Ventures	Member	1 Jul 2006	25% - 50%	36-4590840
Lp Rose Family Investments	Member	1 Jul 2006	Other	62-1497852
Llc Fbo Paul Migliazzo Entrust Heartland	Member	1 Jul 2006	Other	86-1151212
Richard Schaben Ditter	Managing member, chief compliance officer, investment advisor	1 Jul 2006	Other	5205117
Entrust Administration Llc Fbo Paul Migliazzo	Member	1 Jul 2006	Other	86-1151212
John B Migliazzo	Member	1 Aug 2006	25% - 50%	5412171
John Benedict Migliazzo	Member	1 Aug 2006	25% - 50%	5412171
Llc Rose Holdings I	Member	1 Aug 2007	Other	62-1497852

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Paul Salvatore Migliazzo	Member	1 Aug 2006	75% - 100%	1893319
Richard Ditter	Member	1 Aug 2006	Other	5205117
Richard Schaben Ditter	Member	1 Aug 2006	Other	5205117
Matthew D Rose	Member	1 Aug 2007	Other	5412196
Matthew Derrick Rose	Member	1 Aug 2007	Other	5412196

Based in Memphis

The principal office where Tmfs Memphis, LLC performs its advisory services is located at 6300 Poplar Ave, Memphis, TN 38119, 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 901-751-7272 or by fax 901-205-0531. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.