TMFS - FRESNO, LLC

THE MUTUAL FUND STORE
FRESNO, California·2 registered advisors·CRD# 147575
SEC# 801-69328559-434-9800
01

Firm Overview

AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at TMFS - FRESNO, LLC

2 registered advisors
James Hilton Sherwood
FRESNO, California
Jeff Link Roper
FRESNO, California
05

Office Locations

FRESNO, California
2 advisors

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Data sourced from SEC Form ADV filings. TMFS - FRESNO, LLC (CRD# 147575) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.