TMFS-SAN FRANCISCO-OAKLAND, LLC

SANTA CLARA, California·3 registered advisors·CRD# 134173
SEC# 801-63916925-227.0555
01

Firm Overview

AUM
$249M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
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-SAN FRANCISCO-OAKLAND, LLC

3 registered advisors
Sean Thomas O'bannon
PLEASANTON, California
Stephen William Nykamp
PLEASANTON, California
Walter Joseph Kasianchuk
PLEASANTON, California
05

Office Locations

PLEASANTON, California
3 advisors

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Data sourced from SEC Form ADV filings. TMFS-SAN FRANCISCO-OAKLAND, LLC (CRD# 134173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.