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TC FINANCIAL MANAGEMENT, CO INC.

TC FINANCIAL MANAGEMENT, CO. INC.

CRD 128967 · SEC 801-133018

Visit website

7811 ATLANTIC AVE, SUITE A, MARGATE CITY, NJ, 08402, United States

Phone

609-487-1805

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$122.7M

Discretionary AUM

$122.7M

Team

5 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals107$31.5M
High net worth individuals37$90.8M

States served

NJ, PA, FL

All web addresses on file

Official SEC filing: View on IAPD