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Tmfs Omaha,LLC (Omaha)


Tmfs Omaha,LLC is a large advisory firm based in Omaha. It manages $68.5 million of regulatory assets for 835 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Iowa, Nebraska, and Texas.

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

The assets under management (AUM) of Tmfs Omaha,LLC is $68.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Omaha,LLC for their services and products based on a percentage of assets under management 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.

Based in Omaha

The principal office where Tmfs Omaha,LLC performs its advisory services is located at 4122 South 144 Th Street, Omaha, NE 68137, 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 402-896-6464 or by fax 402-896-0189. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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