TFC Financial Management

EST. AUM
$1,780,827,449

CONTACTS
9

CLIENT ACCOUNTS
1,619

Firm Details

Metro area Boston
CRD Number 105062
Website tfcfinancial.com
Client types

Overview

TFC is a $1.6B RIA based in Boston, MA, and has been providing trusted, fee-only financial advice since 1980. Majority women- and employee-owned, TFC operates independently and serves as a fiduciary. The firm uses an open-architecture platform, favoring mutual funds and ETFs, with a core-satellite approach and historical value tilt. A four-person Investment Committee oversees manager selection and model construction. Scott Burg is the primary research contact.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

TFC Financial Management

Platform Details

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