TMFS SACRAMENTO LLC

THE MUTUAL FUND STORE
ROSEVILLE, California·5 registered advisors·CRD# 140702
SEC# 801-68326916-780-5353
01

Firm Overview

AUM
$207M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TMFS SACRAMENTO LLC

5 registered advisors
Heidi Rae Davis
ROSEVILLE, California
Kathleen Anne Davis
ROSEVILLE, California
Kenneth Gardner Bielejeski
ROSEVILLE, California
Sean Dugan
ROSEVILLE, California
Thomas William Marley
ROSEVILLE, California
05

Office Locations

ROSEVILLE, California
5 advisors

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Data sourced from SEC Form ADV filings. TMFS SACRAMENTO LLC (CRD# 140702) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.