This document outlines the financial account planning for TFMG LLC, US, managed by Team New York12. It includes details on relationship net worth, investable assets, industry classification, revenue potential, and various financial metrics for November 2016 and November 2017.
documents/vol00010-efta01369974-pdf.pdf
{"title":"2018 Account Planning - Financials","key_people":["Stewart Oldfield"],"document_date":"2018","document_type":"financial","document_subtype":"Account Planning","key_organizations":["TFMG LLC","Team New York12"],"reference_numbers":["DB-SDNY-0062515","SDNY_GM_00208699","EFTA01369974"]}