TC FINANCIAL MANAGEMENT, CO. INC.

TC FINANCIAL MANAGEMENT, CO. INC. of MARGATE CITY, NJ is an SEC-registered investment adviser (CRD 128967). Regulatory assets under management: $122.7M.

Registration

• CRD: 128967
• SEC file number: 801-133018
• Type: Registered investment adviser
• Location: 7811 ATLANTIC AVE, SUITE A, MARGATE CITY, NJ, 08402
• Phone: 609-487-1805
• Latest filing: 2026-01-29
• Regulatory AUM: $122.7M
• Discretionary AUM: $122.7M
• Clients: 5
• Accounts: 366

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128967 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search