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TMFS - FRESNO, LLC
TMFS - FRESNO, LLC
THE MUTUAL FUND STORE
FRESNO, California
·
2 registered advisors
·
CRD# 147575
SEC# 801-69328
559-434-9800
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 Management
Wealth Management
Fee-Only Advisory
04
Advisors at TMFS - FRESNO, LLC
2 registered advisors
James Hilton Sherwood
FRESNO, California
CRD# 5018440
Jeff Link Roper
FRESNO, California
CRD# 5412181
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
.