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 small, fee-based investment adviser that focuses on portfolios for individuals and families, and also provides pension consulting and selection of other advisers. The firm organizes client relationships primarily as discretionary mandates and shows a clear preference for equity exposure: exchange-traded equities represent the largest slice of its managed assets. Fee arrangements include a percentage-of-AUM schedule plus the option for fixed fees, reflecting a mix of traditional advisory billing approaches. The firm is structured as a limited liability company and is owner-operated. It does not position itself as an ESG investor and is not flagged as a multi-state adviser. Its advisory activities include direct portfolio management for individuals and small businesses, plus consulting services for retirement plans and manager selection work.
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 3DRUE 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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