TMFS-TOLEDO, LLC

THE MUTUAL FUND STORE
MAUMEE, Ohio·2 registered advisors·CRD# 138244
SEC# 801-79839419-897-2222
01

Firm Overview

AUM
$118M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
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-TOLEDO, LLC

2 registered advisors
Donald Wesley Meeker
MAUMEE, Ohio
Phillip Joel Riley
MAUMEE, Ohio
05

Office Locations

MAUMEE, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. TMFS-TOLEDO, LLC (CRD# 138244) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.