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Building 2TFS ADVISORS, LLC

Map pinEDMONDS, WA
Phone(425) 776-0446
NotebookSEC #801-121268
Total AUM
$161.2M
Employees
3
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 2ND AVE S.
SUITE 300
EDMONDS
WA 98020
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(425) 776-0446
Other Offices
1

ReceiptFinancials

Total AUM
$161.2M
Accounts
426
Discretionary
$101.4M
Accounts
276
Non-Discretionary
$59.8M
Accounts
150

ContactClients

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Individual Clients
86
AUM
$38.2M
HNW Individual Clients
65
AUM
$114.5M
Pension/Profit Sharing Plan Clients
1
AUM
$6.3M
Charitable Organization Clients
1
AUM
$423.5K
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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