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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TSG Advice Partners LLC
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|---|---|
| CRD # | 305999 |
| SEC # | 801-117566 |
| CIK # | |
| AUM | $762.2 M (2025-03-25) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 614-697-2750 |
| Address | 4449 Easton Way Columbus, OH 43219 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 830 | 264.1 |
| (b) Individuals (high net worth individuals) | 235 | 487.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,410 | 762.2 |
| By Discretionary | ||
| Discretionary | 3,410 | 762.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,410 | 762.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.6 | |
| United States Persons | 751.6 | |
| Total | 3,410 | 762.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pitcairn Wealth Advisors LLC
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|
PA | 0.8 |
|
CMH Wealth Management LLC
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|
NH | 0.8 |
|
Franklin Parlapiano Turner & Welch LLC
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|
TX | 0.8 |
|
Delta Investment Management LLC
✚
|
CA | 0.8 |
|
Palo Alto Wealth Advisors LLC
✚
|
CA | 0.8 |
|
Unique Wealth LLC
✚
|
FL | 0.8 |
|
Evernest Financial Advisors
✚
|
IN | 0.8 |
|
The Family Firm Inc
✚
|
MD | 0.8 |
|
Shulman Demeo Asset Management LLC
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|
NY | 0.8 |
|
Pinney & Scofield Inc
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|
MA | 0.7 |