Insights

Niche Market Focus T/R Financial Management Group specializes in customized investment programs for individuals and trusts, indicating an opportunity to offer tailored financial technology solutions or advanced analytics tools to enhance personalized client advice.

Growing Client Base With clients across the US and internationally, there is potential to develop multilingual and scalable digital offerings that support global investor engagement and compliance across multiple jurisdictions.

Moderate Revenue Range Operating within a revenue bracket of 1 million to 10 million dollars suggests a receptive market for cost-effective, innovative financial management software that can improve operational efficiency.

Technology Stack Insights Utilizing tools like Drupal and Cloudflare indicates openness to leveraging web-based platforms; this presents opportunities to offer cloud-based portfolio management, cybersecurity solutions, or client engagement portals.

Competitive Positioning Being a small player among large firms like Schwab and Fidelity suggests potential for targeted outreach with specialized services, niche fintech integrations, or strategic partnerships to differentiate and expand their market presence.

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T/R Financial Management Group, LLC Tech Stack

T/R Financial Management Group, LLC uses 8 technology products and services including Calendly, Drupal, Font Awesome, and more. Explore T/R Financial Management Group, LLC's tech stack below.

Calendly
Appointment Scheduling
Drupal
Content Management System
Font Awesome
Font Scripts
Glyphicons
Font Scripts
Lightbox
Javascript Libraries
Mapbox.js
Maps
PHP
Programming Languages
Cloudflare Bot Management
Security

Media & News

T/R Financial Management Group, LLC's Email Address Formats

T/R Financial Management Group, LLC uses at least 1 format(s):

T/R Financial Management Group, LLC Email Formats	Example	Percentage
FLast@trfinancial.net	JDoe@trfinancial.net	50%
FLast@trfinancial.net	JDoe@trfinancial.net	50%

Frequently Asked Questions

Where is T/R Financial Management Group, LLC's headquarters located?

T/R Financial Management Group, LLC's main headquarters is located at 2724 Newlands Street, NW, Washington, DC 20015, US. The company has employees across 1 continents, including North America.

What is T/R Financial Management Group, LLC's phone number?

You can contact T/R Financial Management Group, LLC's main corporate office by phone at

+1-202-244-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is T/R Financial Management Group, LLC's official website and social media links?

T/R Financial Management Group, LLC's official website is trfinancial.net and has social profiles on LinkedIn.

How much revenue does T/R Financial Management Group, LLC generate?

As of November 2025, T/R Financial Management Group, LLC's annual revenue is estimated to be $500K.

What is T/R Financial Management Group, LLC's SIC code NAICS code?

T/R Financial Management Group, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does T/R Financial Management Group, LLC have currently?

As of November 2025, T/R Financial Management Group, LLC has approximately 2 employees across 1 continents, including North America. Key team members include President: P. T.Financial Advisor: T. H.. Explore T/R Financial Management Group, LLC's employee directory with LeadIQ.

What industry does T/R Financial Management Group, LLC belong to?

T/R Financial Management Group, LLC operates in the Investment Management industry.

What technology does T/R Financial Management Group, LLC use?

T/R Financial Management Group, LLC's tech stack includes CalendlyDrupalFont AwesomeGlyphiconsLightboxMapbox.jsPHPCloudflare Bot Management.

What is T/R Financial Management Group, LLC's email format?

T/R Financial Management Group, LLC's email format typically follows the pattern of FLast@trfinancial.net. Find more T/R Financial Management Group, LLC email formats with LeadIQ.

When was T/R Financial Management Group, LLC founded?

T/R Financial Management Group, LLC was founded in 1990.

T/R Financial Management Group, LLC

Q: What technology does T/R Financial Management Group, LLC use?

T/R Financial Management Group, LLC's tech stack includes Font Awesome, Nginx, Drupal, OneTrust, Google Analytics.

Investment ManagementUnited States2-10 Employees

T/R is a Registered Investment Advisor.  We develop investment programs and manage portfolios for individuals and trusts.  We have clients around the US and abroad.  We strive to achieve good returns within reasonable risk parameters, while paying attention to returns after taxes.

T/R Financial Management Group, LLC, is a registered investment adviser in the States of DC, GA, MD, MI, MN, VA, WI. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.