|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| TKG Advisors LLC
✚
|
|
|---|---|
| CRD # | 168156 |
| SEC # | 801-118738 |
| CIK # | 0001843275 |
| AUM | $272.1 M (2025-03-17) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 219-465-6924 |
| Address | 1111 Glendale Blvd Valparaiso, IN 46383 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| International Business Machines Corp | 7.7 | ||
| Nvidia Corp | 7.5 | ||
| American Express Co | 6.1 | ||
| Hartford Financial Services Group Inc/DE | 5.6 | ||
| Boston Scientific Corp | 5.5 | ||
| Ingersoll-Rand PLC | 5.3 | ||
| Entergy Corp /DE/ | 5.2 | ||
| Gilead Sciences Inc | 5.2 | ||
| Metropcs Communications Inc | 5.1 | ||
| VISA Inc | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 58.6 |
| (b) Individuals (high net worth individuals) | 119 | 185.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 0 | 25.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 862 | 272.1 |
| By Discretionary | ||
| Discretionary | 862 | 272.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 862 | 272.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.1 | |
| Total | 862 | 272.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843275] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Madison Park Capital Advisors LLC
✚
|
WA | 0.3 |
|
Bay Rivers Group Inc
✚
|
VA | 0.3 |
|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.3 |
|
Lwealth LLC
✚
|
TX | 0.3 |
|
Schamberger Greylak & Utterback Wealth Management LLC
✚
|
WI | 0.3 |
|
Future Finances Inc
✚
|
OH | 0.3 |
|
GHE LLC
✚
|
TN | 0.3 |
|
Access Financial Group Inc
✚
|
IL | 0.3 |
|
Dreher Investment Services Inc
✚
|
TX | 0.3 |
|
Wilkerson Advisory Group LLC
✚
|
MO | 0.3 |