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TFC FINANCIAL MANAGEMENT INC

TFC FINANCIAL MANAGEMENT, INC.

CRD 105062 · SEC 801-17784

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260 FRANKLIN STREET, SUITE 1888, BOSTON, MA, 02110, United States

Phone

617-210-6700

Fax

617-210-6750

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.78B

Discretionary AUM

$1.78B

Team

22 total employees; 12 advisory reps; 16 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersADMINISTRATIVE,CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals113$49.7M
High net worth individuals302$1.72B

States served

VT, CA, CO, IL, ME, MD, MA, NY, NC, RI, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD