Tmfs Albuquerque, LLC (Albuquerque)

Name: Tmfs Albuquerque, LLC
Address: 6600 Indian School Road Ne, Albuquerque, NM, 87110
Telephone: 505-888-0303

Tmfs Albuquerque, LLC is a large advisory firm based in Albuquerque. It manages $67.58 million of regulatory assets for 347 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New Mexico and Texas.

Tmfs Albuquerque 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 Albuquerque: assets under management

The assets under management (AUM) of Tmfs Albuquerque, LLC is $67.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 129% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $67.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.75 thousand each.

Fees & Commissions

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

Tmfs Albuquerque, LLC is owned by Tamela Crandell. Michael Jonathan Hettinga joined the executive team most recently as the Chief Compliance Officer/ Managing Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tamela Crandell	Owner	1 Oct 2004	75% - 100%	4871878
Tamela Lynn Crandell	Owner	1 Oct 2004	75% - 100%	4871878
Michael Jonathan Hettinga	Chief compliance officer/ managing partner	1 Dec 2004	Other	4065158

Based in Albuquerque

The principal office where Tmfs Albuquerque, LLC performs its advisory services is located at 6600 Indian School Road Ne, Albuquerque, NM 87110, 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 505-888-0303 or by fax 505-880-0303. The normal business hours are 8:30am-5pm on Monday - Friday. You can find more information about the New York firm at mutualfundstore.com.