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TFP MANAGEMENT, LLC
CRD 313543 · SEC 801-121243
3475 UTICA RIDGE ROAD, BETTENDORF, IA, 52722, United States
Phone
563-359-8783
Fax
563-359-8784
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$273.0M
Discretionary AUM
$273.0M
Team
4 total employees; 3 advisory reps; 35 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 592 | $153.2M |
| High net worth individuals | 68 | $119.8M |
States served
AL, AZ, CO, GA, IL, IA, MN, NE, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD