|
⚲
|
| Keyboard |
| TTG Financial Inc
✚
|
|
|---|---|
| CRD # | 129004 |
| SEC # | 801-118184 |
| CIK # | |
| AUM | 194.0 M (2026-02-23) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 330-491-2220 |
| Address | 4790 Douglas Cir NW Canton, OH 44718 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 42.1 |
| (b) Individuals (high net worth individuals) | 110 | 123.1 |
| (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 | 24 | 24.5 |
| (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 | 17 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 210 | 194.0 |
| By Discretionary | ||
| Discretionary | 210 | 194.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 210 | 194.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 193.9 | |
| Total | 210 | 194.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 210 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Neil Jesani Wealth Management LLC
✚
|
FL | 194.2 M |
|
Innovative Advisory Group LLC
✚
|
MA | 194.0 M |
|
Integrity Wealth Partners LLC
✚
|
CA | 193.9 M |
|
Emeth Value Capital LLC
✚
|
LA | 193.7 M |
|
MWS Capital Consultants LLC
✚
|
IL | 193.7 M |
|
D M Brenner Inc
✚
|
CA | 193.6 M |
|
One Wealth Management Investment and Advisory Services LLC
✚
|
FL | 193.5 M |
|
Pine Haven Investment Counsel Inc
✚
|
193.4 M | |
|
Stonecreek Private Wealth LLC
✚
|
193.3 M | |
|
Retirement Plan Fiduciaries LLC
✚
|
193.3 M |