TC FINANCIAL MANAGEMENT, CO INC.
other names
- TC FINANCIAL MANAGEMENT, CO INC.
- TC FINANCIAL MANAGEMENT, CO. INC.
Adviser Profile
| As of Date | 06/18/2025 |
| Registration status | Registration Changed to TC FINANCIAL MANAGEMENT, CO. INC. |
| ADV Location | MARGATE CITY, NJ, United States |
| Contact Info | 609 xxxxxxx |
| Websites |
| AUM* | 123,603,653 24% |
| of that, discretionary | 123,603,653 24% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 350,152 3% |
| % High Net Worth | 11.72% -47% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds