|
⚲
|
| TFG Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 272027 |
| SEC # | 801-130362 |
| CIK # | |
| AUM | $154.5 M (2025-06-03) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 561-209-1120 |
| Address | 772 US Highway One North Palm Beach, FL 33408 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 459 | 118.6 |
| (b) Individuals (high net worth individuals) | 36 | 31.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 3.4 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 765 | 154.5 |
| By Discretionary | ||
| Discretionary | 759 | 154.4 |
| Non-Discretionary | 6 | 0.1 |
| Total | 765 | 154.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.5 | |
| Total | 765 | 154.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bey-Douglas LLC
✚
|
GA | 0.2 |
|
Hillspring Financial Inc
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|
AZ | 0.2 |
|
Marathon Mission Inc
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NY | 0.2 |
|
Retirement Income Strategies LLC
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WI | 0.2 |
|
Alvin Clay Financial Advisors LLC
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|
PA | 0.2 |
|
Kennon-Green & Company LLC
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OH | 0.2 |
|
Advocate Investing Services LLC
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|
MD | 0.2 |
|
Hollingsworth Avent Averre & Purvis PA
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|
NC | 0.2 |
|
Three Sixty Wealth Management LLC
✚
|
IL | 0.2 |
|
Yandell Investments LLC
✚
|
FL | 0.2 |