Tmfs Fort Wayne, LLC (Fort Wayne)

Name: Tmfs Fort Wayne, LLC
Address: 2890 E. Dupont Rd, Fort Wayne, IN, 46825
Telephone: 260-459-3939

Tmfs Fort Wayne, LLC is a large advisory firm based in Fort Wayne. It manages $73.67 million of regulatory assets for 900 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Indiana, Michigan, and Ohio.

Tmfs Fort Wayne provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. 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 Fort Wayne: assets under management

The assets under management (AUM) of Tmfs Fort Wayne, LLC is $73.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 175% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $73.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.85 thousand each.

Fees & Commissions

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

Jeffrey David Whitmer has been acting as President since 1 Oct 2002. Melinda K Whitmer joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey David Whitmer	President/chief compliance officer	1 Oct 2002	25% - 50%	2927446
Charles Steven Paul	Partner	1 Oct 2002	25% - 50%	4628318
Quindaro Anne Paul	Partner	1 Oct 2002	25% - 50%	4628319
Quindaro A Paul	Partner	1 Oct 2002	25% - 50%	4628319
Melinda K Whitmer	Member	1 Jan 2005	25% - 50%	4804405
Melinda Katherine Whitmer	Member	1 Jan 2005	25% - 50%	4804405

Based in Fort Wayne

The principal office where Tmfs Fort Wayne, LLC performs its advisory services is located at 2890 E. Dupont Rd, Fort Wayne, IN 46825, 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 260-459-3939 or by fax 260-459-8434. The normal business hours are 8:30-5:00m-f,10:00-1:00 s on Other. You can find more information about the New York firm at mutualfundstore.com.