T.T.G. FINANCIAL, INC.

RIASEC RegisteredEst. 2020
Total AUM
$194M
Discretionary
$194M
100% of AUM
Avg account
$924K
Accounts
210
Employees
6
Advisory reps
4

Firm details

Headquarters
CANTON, Ohio
CRD number
129004
Registered since
March 6, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI63.45%
  • Individuals21.72%
  • Pension & Profit Sharing Plans12.61%
  • Corporations / Businesses2.22%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

T.T.G. Financial, Inc. is an independent registered investment adviser that provides financial planning and discretionary portfolio management to both individuals/families and institutional clients. The firm engages in traditional equity-heavy portfolio construction with a clear tilt toward exchange-traded instruments, while also integrating fee-based financial planning and hourly advisory work. Advisory services include portfolio management for individuals, small businesses, and institutions, plus pension consulting. Investment emphasis is on liquid, publicly traded equities and ETFs as the primary building blocks of client portfolios, supplemented by fixed income and third‑party alternative funds where appropriate. The firm identifies as an active ESG investor, suggesting ESG factors are a consideration in manager selection and security/ETF choices rather than an exclusionary or single‑strategy focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Public Funds/Mutual Funds 19%, Investment Grade Corp Bonds 18%, State & Local Bonds 10%, US Government Bonds 6%, Cash & Cash Equivalents 5%42%
  • Exchange Traded Equities42%
  • Public Funds/Mutual Funds19%
  • Investment Grade Corp Bonds18%
  • State & Local Bonds10%
  • US Government Bonds6%

Contacts

3 of 4
  • JAMES EVANS

    Co-Founder and Vice PresidentCRD 1598919

  • JAMES KOTAGIDES

    Co-founder and PresidentCRD 4774339

  • Logan Nimick

    Financial ConsultantCRD 7925876

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CANTON, OH

STARK

Location

CANTON, OH

Headquartered in CANTON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
STARK
Address
4790 Douglas Cir NW
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth