TME Financial Inc

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Assets, Funds, Holdings

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TME Financial Inc
CRD #322851
SEC #801-127270
CIK #0002056230
AUM 153.1 M (2026-03-17)
Employees 3 (67% Investors, 33% Brokers)
Phone714-455-2955
Address101 Main Street
Huntington Beach, CA 92648
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
16012896643202010201520212027
Sector Form 13F Holdings Value ($M)
iShares Comex Gold Trust 3.8
iShares Bitcoin Trust 1.5
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
15012090603002023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 159 60.9
(b) Individuals (high net worth individuals) 45 87.5
(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 2 3.8
(h) Charitable organizations 1 0.5
(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 2 0.4
(n) Other 0 0.0
Total 596 153.1
By Discretionary
Discretionary 593 151.7
Non-Discretionary 3 1.4
Total 596 153.1
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 152.8
Total 596 153.1
EDGAR Form CIK 2011 - 2026
13F-HR [0002056230]
Firm Profile (Form ADV)
Clients5 (1 non-US)
ServesInstitutional, Retail
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