Tfo-tdc is an investment advisor in Maumee with $3.22 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201017513
SEC advisor number
801-62074
FINRA CRD number
124407
AUM ?
$3.22 bn
(as of 29 Jun 23)
Accounts
4,578
(as of 29 Jun 23)
Employees
56
(56 investment advisory or research)
Address
Tfo-tdc
1440 ARROWHEAD DRIVE
MAUMEE
OH 43537
1440 ARROWHEAD DRIVE
MAUMEE
OH 43537
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
4198919999
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Erblich, Christopher, Edward | Manager | 01/2023 | |
Erblich, Christopher, Edward | Director | 01/2023 | < 5% |
Fineske, Brady, Michael | President and Chief Compliance Officer | 11/2015 | < 5% |
Sobieszczanski, Adele, Marie | Executive Vice President | 07/2017 | < 5% |
Bowers, Robert, Vernon | COO & Chro | 06/2017 | < 5% |
Game 6 Trust | Member | 12/2020 | |
Tfo Trust Company, LLC | Trustee | 01/2023 | |
Delp, Cleves, Richard | Trustee | 12/2009 | |
Tfo Partners, Inc. | Owner | 01/2023 | > 75% |
MSJMR 2008 Irrevocable Trust | Owner | 01/2023 | 25-50% |
Game 6 Holdings, LLC | Owner | 01/2023 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22