TFO-TDC, LLC, headquartered in Maumee, OH, is a highly regarded regional investment advisory firm that caters to the financial needs of high net worth individuals. With 11 offices strategically located throughout the region, TFO-TDC serves over 980 individual clients, managing an impressive $3,223,538,000 in assets.
As a trusted advisor, TFO-TDC offers a comprehensive range of services tailored to meet the unique financial goals of its discerning clientele. While a majority of their assets under management are discretionary, they possess the expertise and capability to manage employer funds, although such accounts make up less th...
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Assets Under Mgmt
$3.22B
Investment Professionals
56
Locations
10
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.