CRD: 128967
TC Financial Management, CO Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-2004
- Office Locations
- 2
Office Locations
About TC Financial Management, CO Inc.
TC Financial Management is a New Jersey-based, fee-only RIA led by CFP professionals, providing investment management and comprehensive financial planning, including retirement guidance. The firm builds personalized portfolios aligned to client goals and risk tolerance, commonly using diversified public funds such as ETFs and mutual funds, and custodies assets at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS FX CAKERT
Certified Financial Planner, FOUNDER
- CRD
- #4722310
- Ownership
- 50% but less than 75%
DOUGLAS BUCHANAN CAKERT
Chief Compliance Officer, President, Vice President
- CRD
- #6496937
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,726,140 | $335,317 |
| Non-Discretionary | $0 | -- |
| Total | $122,726,140 | $335,317 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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