Tfs Advisors, LLC

Tfs Advisors, LLC (CRD# 167653) is a financial advisory firm headquartered in Edmonds, WA. They manage $121,392,028 in 388 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
100 2nd Ave S., Suite 300, Edmonds, WA 98020
https://www.facebook.com/tfsadvisors/
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $312,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX, WA

Financial Advisors at Tfs Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aaron Terwedo, financial advisor Edmonds WA
Aaron M. Terwedo
CRD#: 6163090
100 2nd Ave S., Suite 300, Edmonds, WA 98020

Aaron Terwedo (CRD# 6163090) is an Investment Advisor Representative working at Tfs Advisors, LLC in Edmonds, WA and has over 7 years of experience in the finance industry.

2
Dale Terwedo, financial advisor Edmonds WA
Dale R. Terwedo
CRD#: 1235948
100 2nd Ave S., Suite 300, Edmonds, WA 98020

Dale Terwedo (CRD# 1235948) is an Investment Advisor Representative working at Tfs Advisors, LLC in Edmonds, WA 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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