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Tomlin Financial Advisors
TOMLIN FINANCIAL ADVISORS, INC. is a state-registered investment adviser with $79 million in regulatory assets under management. The firm has 1 employee and...
Overview
TOMLIN FINANCIAL ADVISORS, INC. is a state-registered investment adviser with $79 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Irving
Corporate office
Irving, TX, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Tomlin Financial Advisors?
The investment committee and leadership team at Tomlin Financial Advisors are not publicly named in any filing or marketing material. As an RIA, the firm's investment decisions are made by its internal advisors, but specific names are not disclosed. This is common for smaller, privately held advisory firms that do not publicly promote their principals.
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