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TCFG Investment Advisors LLC
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CRD # | 166606 |
SEC # | 801-77596 |
CIK # | |
AUM | $506.8 MM (2024-06-03) |
Employees | 25 (96% Investors, 88% Brokers) |
Phone | 949-365-5830 |
Address | 28202 Cabot Rd Laguna Niguel, CA 92677 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,510 | 494.0 |
(b) Individuals (high net worth individuals) | 2 | 3.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 16 | 9.7 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 2,441 | 506.8 |
By Discretionary | ||
Discretionary | 2,441 | 506.8 |
Non-Discretionary | 0 | 0.0 |
Total | 2,441 | 506.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.4 | |
United States Persons | 506.4 | |
Total | 2,441 | 506.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Woodward Financial Advisors Inc
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NC | 0.5 |
White Lighthouse Investment Management Inc
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|
MA | 0.5 |
Lawrence W Kelly & Associates Inc
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|
CA | 0.5 |
Carlson & Company Financial Services LLC
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|
KS | 0.5 |
Blue Fin Capital Inc
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|
RI | 0.5 |
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 0.5 |
Neumann Capital Management LLC
✚
|
CA | 0.5 |
ACT Two Investors LLC
✚
|
CA | 0.5 |
Dash Acquisitions Inc
✚
|
CA | 0.5 |
West Advisors Incorporated
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|
IN | 0.5 |