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| TFG Advisers LLC
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| |
|---|---|
| CRD # | 288787 |
| SEC # | 801-111790 |
| CIK # | 0001806473 |
| AUM | $372.3 MM (2024-06-17) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 248-724-0090 |
| Address | 3121 University Drive Auburn Hills, MI 48326 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 16.9 | |
| MSFT | 1,918,222.4 | 13.8 | |
| NVDA | 399,550.0 | 8.4 | |
| COST | 207,576.9 | 7.6 | |
| JPM | 340,169.2 | 7.2 | |
| AMZN | 1,092,997.8 | 7.1 | |
| ADP | 89,423.0 | 6.1 | |
| SYK | 74,798.9 | 4.6 | |
| GOOGL | 1,475,138.5 | 4.2 | |
| UNH | 477,004.0 | 4.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 75.1 |
| (b) Individuals (high net worth individuals) | 99 | 279.1 |
| (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 | 5 | 17.2 |
| (h) Charitable organizations | 2 | 0.8 |
| (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 | 1,301 | 372.3 |
| By Discretionary | ||
| Discretionary | 1,301 | 372.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,301 | 372.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.3 | |
| Total | 1,301 | 372.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001806473] |
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0.4 | |
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