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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| TFP Management LLC
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|---|---|
| CRD # | 313543 |
| SEC # | 801-121243 |
| CIK # | |
| AUM | $217.7 M (2025-04-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 563-359-8783 |
| Address | 3475 Utica Ridge Road Bettendorf, IA 52722 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 139.8 |
| (b) Individuals (high net worth individuals) | 50 | 77.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,434 | 217.7 |
| By Discretionary | ||
| Discretionary | 1,434 | 217.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,434 | 217.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.7 | |
| Total | 1,434 | 217.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marest Capital LLC
✚
|
CA | 0.2 |
|
Imperium Wealth Management LLC
✚
|
TX | 0.2 |
|
Ipsen Advisor Group LLC
✚
|
AR | 0.2 |
|
Pacific Wealth Strategies Group Inc
✚
|
CA | 0.2 |
|
Richardson Wealth USA Limited
✚
|
0.2 | |
|
Kailix Advisors LLC
✚
|
FL | 0.2 |
|
Binnacle Investments Inc
✚
|
IA | 0.2 |
|
Financial Futures Limited Liability Company
✚
|
NJ | 0.2 |
|
Western Pacific Wealth Management LP
✚
|
IL | 0.2 |
|
Beadell A D Investment Counsel Inc
✚
|
WI | 0.2 |