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 $124.0 M (2025-03-14)
Employees 3 (33% Investors, 33% Brokers)
Phone714-455-2955
Address101 Main Street
Huntington Beach, CA 92648
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
13010478522602011201620212026
Sector Form 13F Holdings Value ($M)
iShares Comex Gold Trust 3.2
iShares Bitcoin Trust 1.2
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
13010478522602024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 158 56.9
(b) Individuals (high net worth individuals) 36 63.1
(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 2 3.1
(h) Charitable organizations 1 0.4
(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 1 0.4
(n) Other 0 0.0
Total 538 124.0
By Discretionary
Discretionary 535 122.8
Non-Discretionary 3 1.2
Total 538 124.0
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 123.9
Total 538 124.0
EDGAR Form CIK 2011 - 2025
13F-HR [0002056230]
Comparable Firms State AUM ($B)
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NC 0.1
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Conway Partners Management LLC
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Global Portfolio Solutions Inc
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Intelliflo Advisers Inc
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Bay Cliadakis & Associates LLC
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Libertas Wealth Management Group Inc
OH 0.1
Actitrust Wealth Management LLC
FL 0.1
Going Sebastien Fisher & Lebouef LLP
LA 0.1
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