TFP Management, LLC
Firm details
- Headquarters
- Bettendorf, Iowa
- CRD number
- 313543
- Registered since
- May 17, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals56.1%
- HNWI43.9%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
TFP Management, LLC is a privately held, SEC-registered investment adviser organized as an LLC and classified as a non-independent retail RIA. The firm serves individual and family clients and acts as a capital allocator, combining portfolio management for individuals and small businesses with selection-of-other-advisers capabilities. Its fee model includes both percentage-of-AUM and fixed-fee arrangements. The firm's ADV lists pension consulting among its advisory activities, though it is not designated as a pension consultant on its snapshot. TFP is not positioned as an ESG-focused or multi-state adviser and maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds17%
- Non-Exchange Traded Equities11%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Drue Kampmann
Co-Founder and Financial PlannerCRD 3007633

David Elizondo
Co-FounderCRD 1338331
Thomas Stahle
Financial PlannerCRD 6667578
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bettendorf, IA
Scott
Location
Bettendorf, IA
Headquartered in Bettendorf, IA, anchoring the Davenport-Moline, IA-IL metro in the Midwest.
- Metro area
- Davenport-Moline, IA-IL
- Region
- Midwest
- County
- Scott
- Address
- 3475 Utica Ridge Rd
- Time zone
- CT (UTC-6)
- Office locations
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