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- Custodian
- Fidelity/NFS · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-06-1995
- Office Locations
- 2
Office Locations
About T/R Financial Management Group, LLC
T/R Financial Management Group, LLC is an RIA providing investment management and strategic wealth planning. The firm focuses on proactive planning and unbiased guidance aimed at long-term results, with client niches including Snap-on franchisees, nuclear power professionals, and federal government employees (including TSP-related retirement considerations). Portfolios commonly use ETFs and investment-grade fixed income; offices include WI and Washington, DC.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL JOHN KLUSKOWSKI
Chairman, Wealth Advisor
- CRD
- #4038794
- Ownership
- 50% but less than 75%
PETER CHRISTOPHER LANE TIMMONS
Investment Advisor, President
- CRD
- #1248803
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,464,410 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,464,410 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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