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Phillip Joel Riley

TMFS-TOLEDO, LLC·MAUMEE, Ohio
Unclaimed Profile
475 W. DUSSEL DRIVE, MAUMEE, OH 43537CRD# 5079696Firm CRD# 138244
01

About

Phillip Joel Riley is a registered financial advisor based in MAUMEE, Ohio, affiliated with TMFS-TOLEDO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TMFS-TOLEDO, LLC
THE MUTUAL FUND STORE
AUM
$118M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TMFS-TOLEDO, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5079696
Firm CRD# 138244
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Joel Riley offer?
Phillip Joel Riley specializes in Financial Planning, Investment Management. Contact their office in MAUMEE, Ohio for a consultation.
What are Phillip Joel Riley's credentials?
Phillip Joel Riley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Joel Riley located?
Phillip Joel Riley is based in MAUMEE, Ohio, working with TMFS-TOLEDO, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does Phillip Joel Riley charge for services?
Phillip Joel Riley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TMFS-TOLEDO, LLC?
TMFS-TOLEDO, LLC has approximately 2 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in OhioNational Fee Analysis
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