RIA Intel›Advisers›Idaho›TBFM LLP

TBFM LLP

Advisory

N·BOISE, ID

Data as of Mar 19, 2024 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+16.5%

3-Year CAGR

+7.4%

Employees

10

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.0B

Non-Discretionary AUM$20M

Discretionary %98.1%

Total Clients664

Team

Total Employees10

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record39

First FilingMar 23, 2001

Latest FilingMar 19, 2024

🔒 Full AUM trend chart and 39 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TBFM LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.