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TFR CAPITAL
PLANO, TX
800-765-0397
SEC #801-131226Total AUM
$403.1M
Employees
9Clients
267Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5830 GRANITE PKWY
SUITE 200
PLANO
TX 75024
United States
SUITE 200
PLANO
TX 75024
United States
Operating Hours
8:30 TO 5.00
Monday - Friday
Monday - Friday
Phone
800-765-0397
Other Offices
1
Financials
Total AUM
$403.1M
Accounts
839Discretionary
$403.1M
Accounts
839Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
180AUM
$82.4M
HNW Individual Clients
80AUM
$308.9M
Pension/Profit Sharing Plan Clients
3AUM
$1.4M
Charitable Organization Clients
2AUM
$10.5M
Corporation or Business Clients
2AUM
$12.5K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING, INVESTMENT DUE DILIGENCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
COOKTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.