T.T.G. Financial, Inc.

RIASEC RegisteredEst. 2020

Total AUM

$194M

Discretionary

$194M

100% of AUM

Avg account

$924K

Accounts

210

Employees

Advisory reps

Firm details

Headquarters: Canton, Ohio
CRD number: 129004
Registered since: March 6, 2020
Website: www.teamttg.com
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 a corporate-form independent registered investment adviser that came under SEC registration in 2020 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory offering centers on financial planning and portfolio management across individual, small-business, and institutional mandates, and it also provides pension consulting services. Compensation is primarily a percentage-of-AUM fee with supplemental hourly billing available. The firm identifies as an active ESG investor and does not act as a capital allocator or operate proprietary alternative funds.