Tfc Financial Management, Inc.
● SEC registered since 1982CRD 105062SEC# 801-17784Boston, MA
Reg. AUM
$1.78B
Employees
22
Accounts
1,619
Location
Boston, MA
Tfc Financial Management, Inc. assets under management
Tfc Financial Management, Inc. operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1982. It reports $1.8 billion in regulatory assets under management and employs 22 people.
Tfc Financial Management, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Presti | Chief Investment Officer | Under 5% | 2023 |
| Constance Haehnel Wyllie Control | Chief Compliance Officer | 5-10% | 2015 |
| James L. Joslin Revocable Trust | Shareholder | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Tfc Financial Management, Inc. manage?
Tfc Financial Management, Inc. reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Tfc Financial Management, Inc. have?
Tfc Financial Management, Inc. reports 22 employees.
Where is Tfc Financial Management, Inc. located?
Tfc Financial Management, Inc. is based in Boston, MA and has been SEC-registered since 1982.
Does Tfc Financial Management, Inc. disclose fund performance?
Tfc Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 260 Franklin Street, Suite 1888, Boston, MA 02110 |
| Phone | 617-210-6700 |
| Fax | 617-210-6750 |
| Office hours | 8:30a.m.-5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.78B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.78Bregulatory AUM
Discretionary $1.78B