TCM Investment Advisers
Firm details
- Headquarters
- ,
- CRD number
- 137543
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
TCM Investment Advisers operates as a sole proprietorship focused on serving individual and family clients. The firm identifies itself as a capital allocator and provides portfolio management for individuals and small businesses, selects third‑party advisers on behalf of clients, and runs educational seminars or workshops. Fee arrangements include a percentage of AUM as well as hourly and other fee structures. The adviser is not marked as an active ESG investor and does not present itself as a multi‑state or pension consultant practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Tadd Barraclough
Principal & Portfolio ManagerCRD 2197717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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