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TFJ MANAGEMENT, LLC

SOMERVILLE, MA · CRD 312132 · IAPD ↗ · 617-877-7752

$198.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
March 2025 — TFJ MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2025 — TFJ MANAGEMENT, LLC reported RAUM up 53% ($117.0M -> $178.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2024 — TFJ MANAGEMENT, LLC reported RAUM up 52% ($77.1M -> $117.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.