Tompkins Financial Advisors Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1891

Year Founded

  • Professionals
  • 18

Professionals

  • AUM

Tompkins Financial Advisors General Information

Description

Tompkins Financial Advisors (TFA) is a wealth management firm based in Ithaca, New York. Established in 1891, the firm focuses on providing customized wealth management, financial planning, and trust solutions to meet the goals of its clients. It operates as a subsidiary of Tompkins Financial. The assets are managed by the executive management team.

Contact Information

Website
www.tompkinsfinancialadvisors.com
Year Founded
1891
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Senior Vice President, Portfolio Manager, Member of the Investment Committee & Chief Investment Officer
Email
gb
Phone
+1 (585)
Corporate Office
  • 118 East Seneca Street
  • 6th Floor
  • Ithaca, NY 14850
  • United States
+1 (607)

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Tompkins Financial Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Tompkins Financial Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Tompkins Financial Advisors Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
TFA Management Pittsford, NY 1988

Tompkins Financial Advisors FAQs

  • When was Tompkins Financial Advisors founded?

    Tompkins Financial Advisors was founded in 1891.

  • Where is Tompkins Financial Advisors headquartered?

    Tompkins Financial Advisors is headquartered in Ithaca, NY.

  • How many Assets Under Management (AUM) does Tompkins Financial Advisors have?

    Tompkins Financial Advisors has in assets under management.

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