Investment adviser · CRD 134173

TMFS-SAN FRANCISCO-OAKLAND, LLC

Investment adviser filing (IA)

SANTA CLARA, CA, United States · Form ADV filed Apr 12, 2013

Regulatory AUM
$249M
Form ADV · Item 5.F
Client accounts
1,215
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 12, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2350 MISSION COLLEGE BLVD., SUITE 450
SANTA CLARA, CA, 95054, United States

CRD 134173

Filing source

Form ADV 729994 · Apr 12, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.