Tm2, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Henrico, Virginia
CRD number
344286
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tm2, LLC is a Virginia-registered limited liability company that provides portfolio management services targeted at individuals and small businesses. The firm is owned by an individual and is classified in the source data as "Unclassified," with no indication that it operates as a capital allocator. Its advisory work is described specifically as portfolio management, and it does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Tm2 charges a mix of fee types: percentage-of-assets, fixed fees, and performance-based fees are all listed in its fee structure. Beyond those items, public details about investment strategies, target client segments, or institutional relationships are not provided in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Henrico, VA

Henrico

Location

Henrico, VA

Headquartered in Henrico, VA, in the South of the United States.

Region
South
County
Henrico
Address
2449 Gold Leaf Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth