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| Happy Holidays!! thanks for using AUM13F!! |
| TFC Financial Management Inc
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| CRD # | 105062 |
| SEC # | 801-17784 |
| CIK # | 0001827844 |
| AUM | $1.5 B (2025-06-30) |
| Employees | 23 (43% Investors, 0% Brokers) |
| Phone | 617-210-6700 |
| Address | 260 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Johnson & Johnson | 7.8 | ||
| Microsoft Corp | 7.6 | ||
| Exxon Mobil Corp | 4.5 | ||
| Accenture PLC | 3.6 | ||
| International Business Machines Corp | 3.5 | ||
| Old National Bancorp /IN/ | 3.3 | ||
| Merck & Co Inc | 3.0 | ||
| Amazon Com Inc | 2.8 | ||
| Nvidia Corp | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 52.2 |
| (b) Individuals (high net worth individuals) | 292 | 1,476.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,535 | 1,537.5 |
| By Discretionary | ||
| Discretionary | 1,535 | 1,537.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,535 | 1,537.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.1 | |
| United States Persons | 1,517.4 | |
| Total | 1,535 | 1,537.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001827844] |
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YCG LLC
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