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| TFC Financial Management Inc
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| |
|---|---|
| CRD # | 105062 |
| SEC # | 801-17784 |
| CIK # | 0001827844 |
| AUM | $1.4 BB (2024-02-28) |
| Employees | 23 (43% Investors, 0% Brokers) |
| Phone | 617-210-6700 |
| Address | 260 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.1 | |
| JNJ | 465,600.2 | 7.6 | |
| MSFT | 1,918,222.4 | 6.4 | |
| MRK | 232,371.9 | 5.0 | |
| XOM | 385,508.3 | 4.6 | |
| ACN | 179,517.0 | 3.6 | |
| ONB | 4,385.6 | 3.5 | |
| NVDA | 399,550.0 | 2.8 | |
| AMZN | 1,092,997.8 | 2.3 | |
| IBM | 127,593.9 | 2.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 54.7 |
| (b) Individuals (high net worth individuals) | 270 | 1,312.0 |
| (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 | 1,439 | 1,375.9 |
| By Discretionary | ||
| Discretionary | 1,439 | 1,375.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,439 | 1,375.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,375.9 | |
| Total | 1,439 | 1,375.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001827844] |
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