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Building 2TFR ADVISORS LLP

Map pinPLANO, TX
Phone972-599-3388
NotebookSEC #801-63101
Total AUM
$248.8M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5040 TENNYSON PARKWAY
PLANO
TX 75024
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
972-599-3388

ReceiptFinancials

Total AUM
$248.8M
Accounts
991
Discretionary
$236.5M
Accounts
685
Non-Discretionary
$12.3M
Accounts
306

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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