Jacob
Dryfuse
Tfo-Tdc, LLC
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About this Advisor
Jacob Dryfuse is a financial advisor working in Maumee, Ohio with 1 year of relevant experience. Dryfuse currently works for Tfo-Tdc, LLC. Their career trajectory has included roles at Tfo-Tdc, LLC, First Insurance Group, Ohio State University, Appraisal Research Corporation, Concordance Healthcare Solutions (Fka Seneca Medical, Inc), All Saints Parish, Roppe Corporation and New Riegel High School. Dryfuse holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Ohio and Texas. Tfo-Tdc, LLC is an advisory company based out of Maumee, OH. The investment advisory business has offices in 10 locations and a total of 56 employees. It manages $3 billion in assets between its 4,578 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 19 charitable organizations. Of its 4,578 client accounts, 28% belong to high-net-worth investors who have greater than $1 million in assets. Tfo-Tdc, LLC provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules vary depending on the type of services offered. Fee types billed by Tfo-Tdc, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tfo-Tdc, LLC Brokerage Details
$3,223,537,849
56
4,578
$704,137
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jacob Dryfuse Work History
Jacob has been registered as a financial advisor for 1 years.*
Tfo-Tdc, LLC
First Insurance Group
Appraisal Research Corporation
Concordance Healthcare Solutions (Fka Seneca Medical, Inc)
Concordance Healthcare Solutions (Fka Seneca Medical, Inc)
Ohio State University
All Saints Parish
Roppe Corporation
New Riegel High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Dryfuse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tfo-Tdc, LLC
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
Granview Heights, OH
Maumee, OH
Maumee, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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