Michael
Miller
Tfo-Tdc, LLC
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About this Advisor
Michael Miller is a financial advisor who works in Maumee, Ohio who has 13 years of industry experience. Miller is currently employed by Tfo-Tdc, LLC. Throughout their career, Miller has worked at Tfo-Tdc, LLC, Miller Grossbard & Associates, P.C and Miller Grossbard Advisors, Llp. Miller has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Tfo-Tdc, LLC is a firm headquartered in Maumee, OH. The investment advisory business has offices in 10 locations and a total of 56 employees. It has $3 billion in assets under management among its 4,578 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 19 charities and foundations. Of its 4,578 accounts, 28% are associated with high-net-worth clients who have more than $1 million in investable assets. Tfo-Tdc, LLC performs a number of services, including 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Tfo-Tdc, LLC can include 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
Michael Miller Work History
Michael has been registered as a financial advisor for 13 years.*
Miller Grossbard Advisors, Llp
Tfo-Tdc, LLC
Miller Grossbard & Associates, P.C
*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 Michael Miller 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
Granview Heights, OH
Maumee, 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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