Owner · TFR Capital
Jennie H. Dunham
CRD 7978768 · Named on Form ADV at one SEC-registered adviser
At a glance
TFR Capital, an SEC-registered wealth manager based in Plano, TX with $403 million in regulatory assets, lists Jennie H. Dunham on its Form ADV as Owner, a control person.
Firms and roles
- TFR CapitalOwnerWealth manager · Plano, TX · $403M in regulatory assets
AtlasMembers
Jennie’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
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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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
- Joshua R. DunhamPresident and Member, TFR Capital
- Sonia A. GoforthChief Compliance Officer, TFR Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.