This document provides a financial overview and account planning details for TFMG LLC, US, managed by Team New York12 with Stewart Oldfield as the banker. It includes relationship net worth, investable assets, classification, source of wealth, and financial rankings. The document also contains financial data for November 2016 and November 2017, including lending, deposits, and capital markets figures.
doj/DataSet10/EFTA01414708.pdf
{"title":"2018 Account Planning","key_people":["Stewart Oldfield"],"document_date":"2018","document_type":"tabular","key_locations":["US"],"document_subtype":"financial report","key_organizations":["TFMG LLC"],"reference_numbers":["EFTA01414708","EFTA01414709","EFTA01414710"]}