CRD: 143375
Tomlin Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-2007
- Office Locations
- 1
Office Locations
About Tomlin Financial Advisors, Inc.
Tomlin Financial Advisors, Inc. is a Norfolk, VA–based, founder-led RIA providing comprehensive life planning, goal-based investment management, and hands-on implementation support (turning the financial plan and IPS into action) for families. President Mary Ellen Tomlin, CFP®, founded the firm in 2007 after roles at J.P. Morgan Private Bank and Bessemer Trust. Public filings indicate portfolios are primarily ETFs with a meaningful municipal bond allocation.
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Owner & Executives
MARY ELLEN TOMLIN
Financial Advisor, General Partner, President, Secretary
- CRD
- #4462174
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,493,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,493,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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