|
⚲
|
| TBFM LLP
✚
|
|
|---|---|
| CRD # | 109361 |
| SEC # | 801-55878 |
| CIK # | |
| AUM | $782.5 MM (2023-03-28) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 208-338-5551 |
| Address | 802 West Bannock Street Boise, ID 83702 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 138.0 |
| (b) Individuals (high net worth individuals) | 212 | 516.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 23.9 |
| (h) Charitable organizations | 24 | 49.3 |
| (i) State or municipal government entities | 0 | 54.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,504 | 782.5 |
| By Discretionary | ||
| Discretionary | 1,420 | 767.4 |
| Non-Discretionary | 84 | 15.2 |
| Total | 1,504 | 782.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 782.5 | |
| Total | 1,504 | 782.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LP Investment Management LLC
✚
|
TX | 0.8 |
|
Eudaimonia Partners LLC
✚
|
TN | 0.8 |
|
Select Money Management Inc
✚
|
CA | 0.8 |
|
Arthur M Cohen & Associates LLC
✚
|
IL | 0.8 |
|
Horizon Wealth Management LLC
✚
|
IL | 0.8 |
|
Fishman Jay A Ltd
✚
|
MI | 0.8 |
|
Lathrop Investment Management Corp
✚
|
AR | 0.8 |
|
Waypoint Wealth Partners Inc
✚
|
CA | 0.8 |
|
Findec Wealth Services Inc
✚
|
CA | 0.8 |
|
Holt Capital Advisors LLC
✚
|
TX | 0.8 |