Tuma Financial, LLC

Overview

Tuma Financial, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. The firm also lists accounting as a core business activity, suggesting an integrated tax or bookkeeping capability alongside investment advice. Tuma Financial does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices