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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2013
- Office Locations
- 1
Office Locations
About TCM Investment Advisers
TCM Investment Advisers is an independent, fee-only fiduciary RIA providing goal-based financial planning and risk-managed portfolio management for individuals and families, with an emphasis on retirement planning and wealth preservation through market cycles. The firm uses an open-architecture approach (no commissions or proprietary products) and builds portfolios heavily using ETFs, with Fidelity/NFS as a primary custodian.
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Owner & Executives
TADD MICHAEL BARRACLOUGH
PORTFOLIO MANAGER, Principal
- CRD
- #2197717
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,335 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,335 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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