TFC Financial Management Revenue

Financial Services • Boston, Massachusetts, United States • 21-50 Employees

TFC Financial Management revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$371,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Key Contacts at TFC Financial Management

Scott Burg

Director Of Investment Research

Michael Meehan

Managing Director Marketing, Senior Client Advisor And Shareholder

Michael Sullivan

Director Of Operations And Analytics, Shareholder

Company overview

Headquarters	260 Franklin Street, Suite 1888, Boston, MA 02110, US
Phone number	+16172106700
Website	tfcfinancial.com
NAICS	52
SIC	628
Keywords	RIA, Wealth Management, Asset Management, Retirement Planning, Financial Planning, Investment Management
Founded	1980
Employees	21-50
Socials

TFC Financial Management Email Formats

TFC Financial Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@tfcfinancial.com), used 75% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@tfcfinancial.com	75%
{last name}{last name}	doedoe@tfcfinancial.com	17.9%
{first name}{last name}	johndoe@tfcfinancial.com	7.1%

About TFC Financial Management

TFC Financial Management, Inc., founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees. We provide financial planning, personal financial advisory services and asset management for individuals, couples and families with a net worth ranging from $3 – $20 million. In addition, we offer strategic financial planning and endowment asset management services for boards of non-profit organizations. Our goal is to help clients build and preserve wealth for the long-term, and, as a fiduciary, we ensure that their interests always come first. Our clients trust that we’ll always put their best interests first, through only the most objective advice and direct, personal attention. Our clients also rely on us to provide help and support in areas beyond their investments, often at challenging times in their lives. As a truly independent firm owned by its principal employees, we’re free to recommend strategies that we believe will help meet our clients long-term financial goals. To learn more about TFC Financial, please visit tfcfinancial.com --- Our social media accounts should not be regarded as advisory services or be used for general questions regarding your financial accounts. Due to industry regulations, we are limited in our ability to conduct conversations via social media forums. If you are a client and need assistance with any of your accounts please contact us at (617) 210-6700, Monday through Friday, 8am – 5pm, and we will be happy to assist you.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

C-Suite

Employees by Department

TFC Financial Management has 13 employees across 5 departments.

Departments

Number of employees

Funding Data

TFC Financial Management has never raised funding before.

TFC Financial Management Tech Stack

Discover the technologies and tools that power TFC Financial Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

jQuery CDN

CDN

reCAPTCHA

Security

CodeIgniter

Web frameworks

jQuery

JavaScript libraries

ExpressionEngine

CMS

Nginx

Reverse proxies

PHP

Programming languages

Vimeo

Video players

OWL Carousel

JavaScript libraries

Bootstrap

UI frameworks

Google Analytics

Analytics

Frequently asked questions

TFC Financial Management is located in Boston, Massachusetts, US.

You can reach TFC Financial Management at +16172106700.

TFC Financial Management generates an estimated annual revenue of $10,000,000. This revenue figure reflects the company's market position and business performance in its industry.

TFC Financial Management has an estimated valuation of $32,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TFC Financial Management was founded in 1980, making it 46 years old. The company has established itself as a significant player in its industry over this time.

TFC Financial Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.