T/r Financial Management Group, LLC

T/r Financial Management Group, LLC (CRD# 117102) is a financial advisory firm headquartered in , . They manage $22,798,907 in 144 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
http://www.trfinancial.net
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $158,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, GA, MD, MI, MN, TX, VA, WI

Financial Advisors at T/r Financial Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul Kluskowski, financial advisor Farmington MN
Paul J. Kluskowski
CRD#: 4038794
Farmington, MN

Paul Kluskowski (CRD# 4038794) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Farmington, MN and has over 24 years of experience in the finance industry.

2
Peter Timmons, financial advisor Washington DC
Peter C. Timmons
CRD#: 1248803
Washington, DC

Peter Timmons (CRD# 1248803) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Washington, DC and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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