RIA Intel›Advisers›Massachusetts›TFC FINANCIAL MANAGEMENT, INC.

TFC FINANCIAL MANAGEMENT, INC.

Advisory

N·BOSTON, MA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM
$1.8B
1-Year AUM Growth
+12.2%
3-Year CAGR
+4.4%
Employees
12
Assets Under Management
Total AUM$1.8B
Discretionary AUM$1.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients409
Team
Total Employees12
Investment Advisers22
Employee Growth (1Y)—
Filing History
Total Filings on Record53
First FilingJan 30, 2001
Latest FilingMar 4, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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