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Tuma Financial, LLC

Headquartered in MARRIOTTSVILLE, MD

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Firm Information

Tuma Financial, LLC is an investment advisor with 1 investment adviser representative. They manage approximately $44,637,011 in assets for 103 clients, including 25 high-net-worth individuals. Their advisory services include financial planning and portfolio management for individuals.

Tuma Financial, LLC

$44.64M

Assets Under Management

33

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

TUMA FINANCIAL, LLC has a total of 1 branch locations across the country.
location

MARRIOTTSVILLE, MD

Advisors at Tuma Financial, LLC

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Unclaimed
Patrick James Tuma

CFP®, RA

MARRIOTTSVILLE, MD

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Disclosures

There are no public disclosures for Tuma Financial, LLC.

Frequently Asked Questions (4)

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