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| Happy Holidays!! thanks for using AUM13F!! |
| TFG Advisers LLC
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| CRD # | 288787 |
| SEC # | 801-111790 |
| CIK # | 0001806473 |
| AUM | $423.4 M (2025-02-13) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 248-724-0090 |
| Address | 3121 University Drive Auburn Hills, MI 48326 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001806473 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.5 | ||
| Microsoft Corp | 15.1 | ||
| Nvidia Corp | 11.0 | ||
| J P Morgan Chase & Co | 10.6 | ||
| Costco Wholesale Corp /NEW | 8.7 | ||
| Amazon Com Inc | 7.6 | ||
| Automatic Data Processing Inc | 7.5 | ||
| Stryker Corp | 5.4 | ||
| VISA Inc | 4.6 | ||
| Alphabet Inc | 4.3 | ||
| AbbVie Inc | 3.9 | ||
| International Business Machines Corp | 3.7 | ||
| American Tower Corp /MA/ | 3.6 | ||
| Procter & Gamble Co | 3.4 | ||
| Cisco Systems Inc | 3.4 | ||
| Union Pacific Corp | 3.3 | ||
| Chevron Corp | 3.0 | ||
| Goldman Sachs Group Inc | 2.8 | ||
| Home Depot Inc | 2.8 | ||
| Lilly Eli & Co | 2.7 | ||
| Southern Co | 2.6 | ||
| Iron Mountain Inc | 2.6 | ||
| FPL Group Inc | 2.4 | ||
| Ace Ltd | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 72.6 |
| (b) Individuals (high net worth individuals) | 112 | 334.5 |
| (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 | 15.5 |
| (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 | 1,326 | 423.4 |
| By Discretionary | ||
| Discretionary | 1,326 | 423.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,326 | 423.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 423.4 | |
| Total | 1,326 | 423.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001806473] |
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|---|---|---|
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Vestwell Advisors LLC
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NY | 0.4 |
|
Stark Richard Joseph
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CO | 0.4 |
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Selective Wealth Management Inc
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VA | 0.4 |
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GGM Financials LLC
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OH | 0.4 |
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Brick & Kyle Associates Inc
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PA | 0.4 |
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O'Keefe Stevens Advisory Inc
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0.4 | |
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Aurdan Capital Management LLC
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PA | 0.4 |
|
MGB Wealth Management LLC
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|
TX | 0.4 |
|
Samalin Investment Counsel LLC
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|
NY | 0.4 |
|
Access Investment Management LLC
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|
GA | 0.4 |