Managing Member/cco · TFP Management, LLC
David W. Elizondo
CRD 1338331 · Named on Form ADV at one SEC-registered adviser
At a glance
TFP Management, LLC, an SEC-registered wealth manager based in Bettendorf, IA with $273 million in regulatory assets, lists David W. Elizondo on its Form ADV as Managing Member/cco, a control person.
Firms and roles
- TFP Management, LLCManaging Member/ccoWealth manager · Bettendorf, IA · $273M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Drue S. KampmannManaging Member, TFP Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.