TBFM LLP
Legal name: BUFFINGTON MOHR MCNEAL
CRD #109361 SEC #801-55878 BOISE, ID 208-338-5551
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
10
Clients
251
Accounts
1,738
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1B | $19.7M | 10 | 0 |
| Mar 2024 | $911.8M | $893.5M | $18.3M | 10 | 3 |
| Apr 2023 | $782.5M | $767.4M | $15.2M | 10 | 3 |
| Mar 2023 | $782.5M | $767.4M | $15.2M | 10 | 3 |
| Mar 2022 | $890.9M | $866.8M | $24.2M | 10 | 3 |
| Mar 2021 | $735.1M | $718.1M | $17M | 12 | 1 |
| Mar 2021 | $735.1M | $718.1M | $17M | 12 | 1 |
| Jun 2020 | $630.8M | $611.9M | $18.9M | 13 | 2 |
| Mar 2020 | $630.8M | $611.9M | $18.9M | 13 | 2 |
| Oct 2019 | $539.1M | $522.4M | $16.7M | 11 | 0 |
| Mar 2019 | $539.1M | $522.4M | $16.7M | 11 | 0 |
| Mar 2018 | $511.4M | $511.4M | $0 | 11 | 0 |
| Mar 2017 | $442.7M | $442.7M | $0 | 8 | 400 |
| Mar 2016 | $355.4M | $355.4M | $0 | 6 | 400 |
| Mar 2015 | $306.1M | $306.1M | $0 | 5 | 300 |
| Jul 2014 | $309.7M | $309.7M | $0 | 5 | 300 |
| Mar 2014 | $309.7M | $309.7M | $0 | 6 | 300 |
| Mar 2013 | $274.2M | $274.2M | $0 | 6 | 300 |
| Mar 2013 | $274.2M | $274.2M | $0 | 6 | 300 |
| Mar 2012 | $267.9M | $267.9M | $0 | 6 | 300 |
| Mar 2011 | $263.1M | $263.1M | $0 | 10 | -- |
| Mar 2011 | $263.1M | $263.1M | $0 | 10 | -- |
| Feb 2008 | $268.9M | $268.9M | $0 | 10 | -- |
| Mar 2007 | $245.9M | $245.9M | $0 | 10 | -- |
| Mar 2006 | $204.6M | $204.6M | $0 | 10 | -- |
| Mar 2004 | $175M | $174.7M | $380.6K | 5 | -- |
| Mar 2004 | $175M | $174.7M | $380.6K | 5 | -- |
| Mar 2002 | $167.2M | $163.8M | $3.4M | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$19.7M
Employees10
Clients0
DateMar 2024
Total AUM$911.8M
Discretionary$893.5M
Non-Disc.$18.3M
Employees10
Clients3
DateApr 2023
Total AUM$782.5M
Discretionary$767.4M
Non-Disc.$15.2M
Employees10
Clients3
DateMar 2023
Total AUM$782.5M
Discretionary$767.4M
Non-Disc.$15.2M
Employees10
Clients3
DateMar 2022
Total AUM$890.9M
Discretionary$866.8M
Non-Disc.$24.2M
Employees10
Clients3
DateMar 2021
Total AUM$735.1M
Discretionary$718.1M
Non-Disc.$17M
Employees12
Clients1
DateMar 2021
Total AUM$735.1M
Discretionary$718.1M
Non-Disc.$17M
Employees12
Clients1
DateJun 2020
Total AUM$630.8M
Discretionary$611.9M
Non-Disc.$18.9M
Employees13
Clients2
DateMar 2020
Total AUM$630.8M
Discretionary$611.9M
Non-Disc.$18.9M
Employees13
Clients2
DateOct 2019
Total AUM$539.1M
Discretionary$522.4M
Non-Disc.$16.7M
Employees11
Clients0
DateMar 2019
Total AUM$539.1M
Discretionary$522.4M
Non-Disc.$16.7M
Employees11
Clients0
DateMar 2018
Total AUM$511.4M
Discretionary$511.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$442.7M
Discretionary$442.7M
Non-Disc.$0
Employees8
Clients400
DateMar 2016
Total AUM$355.4M
Discretionary$355.4M
Non-Disc.$0
Employees6
Clients400
DateMar 2015
Total AUM$306.1M
Discretionary$306.1M
Non-Disc.$0
Employees5
Clients300
DateJul 2014
Total AUM$309.7M
Discretionary$309.7M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$309.7M
Discretionary$309.7M
Non-Disc.$0
Employees6
Clients300
DateMar 2013
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees6
Clients300
DateMar 2013
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$267.9M
Discretionary$267.9M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$263.1M
Discretionary$263.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$263.1M
Discretionary$263.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2008
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$245.9M
Discretionary$245.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$204.6M
Discretionary$204.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$175M
Discretionary$174.7M
Non-Disc.$380.6K
Employees5
Clients--
DateMar 2004
Total AUM$175M
Discretionary$174.7M
Non-Disc.$380.6K
Employees5
Clients--
DateMar 2002
Total AUM$167.2M
Discretionary$163.8M
Non-Disc.$3.4M
Employees5
Clients--